What departments does Hobart Wealth have?

Hobart Wealth has employees across 7 departments including Finance, Program & Project Management, Community & Social Services, Operations, Branding.

What is the largest department at Hobart Wealth?

The largest department at Hobart Wealth is Finance with 4 employees.

Where are Hobart Wealth employees located globally?

Hobart Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Hobart Wealth's team size changed over time?

Hobart Wealth's team has decreased from approximately 20 to 19 employees based on available data.

Hobart Wealth Employee Directory

Q: Who are Hobart Wealth's key employees and leadership?

Hobart Wealth's key employees include: Ceo: C. H., Cco/Investment Committee: T. H., Chief Financial Officer: H. H., Chief Bark-Eting Officer: W. H., Chief Of Staff: B. B..

Financial ServicesNorth Carolina, United States11-50 Employees

Hobart Wealth is a small financial services firm based in Charlotte, North Carolina, serving clients across the Carolinas. Investment advisory services are delivered through Hobart Private Capital, LLC; insurance services are provided by Hobart Insurance Services, LLC; and securities offerings are undertaken through Cape Securities, Inc.

It operates within the financial services sector and emphasizes sustaining close client relationships. The firm is anchored in Charlotte and targets clients in the surrounding region, addressing retirement and life-stage financial needs. A 2021 update notes an office management appointment and continued operations from a Mooresville office, indicating ongoing regional expansion.

Hobart Wealth Global Highlights

North America
32

United States Of America
32

Hobart Wealth's Leadership

C. H.
Ceo
Mobile Phone
Email
T. H.
Cco/Investment Committee
Mobile Phone
Email
H. H.
Chief Financial Officer
Mobile Phone
Email
W. H.
Chief Bark-Eting Officer
Mobile Phone
Email
B. B.
Chief Of Staff
Mobile Phone
Email
C. S.
Senior Wealth Advisor/Director Of Financial Planning
Mobile Phone
Email
J. J.
Director Of Insurance Planning
Mobile Phone
Email
W. C.
Fintech Program Manager
Mobile Phone
Email

Hobart Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Support
Program & Project Management
Other
Legal

Contact profiles from Hobart Wealth

Name

Title

Contact Info

Location

Last Update

B.
Client Service Specialist
Mobile Phone
Email
Oct 16, 2024
D. C.
Client Services Specialist
Mobile Phone
Email
Oct 16, 2024
H. S.
Marketing Assistant
Mobile Phone
Email
United StatesNorth Carolina
Jul 07, 2024
J. J.
Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
K. L.
Customer Service Specialist
Mobile Phone
Email
United StatesNorth Carolina
Feb 18, 2026
M. S.
Trading & Operations Specialist
Mobile Phone
Email
United StatesNorth Carolina
Feb 18, 2026

Frequently Asked Questions

What is Hobart Wealth known for?

Hobart Wealth was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 7733 Ballantyne Commons Parkway Suite 101 Charlotte, North Carolina 28277 United States. Explore Hobart Wealth's company overview page for more information.

What is Hobart Wealth's most common email format?

Hobart Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Hobart Wealth email formats with LeadIQ.

How many employees does Hobart Wealth have currently?

Hobart Wealth has approximately 16 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Hobart Wealth's key employees and leadership?

As of June 2026, Hobart Wealth's key employees include:

Ceo: C. H.
Cco/Investment Committee: T. H.
Chief Financial Officer: H. H.
Chief Bark-Eting Officer: W. H.
Chief Of Staff: B. B.

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Hobart Wealth Employee Directory

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