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Hobart Private Capital, LLC
Hobart Private Capital, LLC is a registered investment adviser headquartered in Charlotte, North Carolina. The firm operates as an independent asset manager serving primarily high net worth individuals and other retail investors in the United States. As of 2025, it manages over $429 million in assets for roughly 1,862 accounts with a staff of 16. Hobart Private Capital focuses on disciplined portfolio management and long-term client relationships. The firm was incorporated and registered with the SEC in North Carolina, and complies with relevant regulatory filings including 13F forms for institutional managers.
Investment Strategy
Hobart Private Capital, LLC follows a disciplined investment management strategy tailored to high net worth and individual clients, with an emphasis on diversified holdings and risk management. The firm reports a moderate portfolio turnover and a focus on equities, though allocations adjust according to client objectives and evolving market conditions. Their approach involves careful security selection, with an average holding period of nearly two years, and a portfolio where the top ten holdings represent a significant share, demonstrating a preference for conviction-weighted investing. They do not engage in significant SPAC or alternative asset activity, indicating a traditional investment focus.
Latest 13F Filing Activity
Hobart Private Capital, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 122 equity positions with a total 13F market value of $478M. The fund increased holdings in Global X FDS, Vanguard World FD, Columbia Etf TR I among other positions. Hobart Private Capital, LLC reduced exposure to Vanguard Tax-managed FDS, J P Morgan Exchange Traded F, Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RDVY | FIRST TR EXCHANGE TRADED FD | 6.89% | $32.9M | 489,613 | $54.84 | $67.26 | +$4.5M |
S SPY | SPDR S&P 500 ETF TR | 6.64% | $31.7M | 47,631 | $424.05 | $666.18 | +$1.2M |
B BND | VANGUARD BD INDEX FDS | 4.51% | $21.6M | 289,769 | $73.60 | $74.37 | -$3.6M |
F FTLS | FIRST TR EXCH TRADED FD III | 4.46% | $21.3M | 304,259 | $64.10 | $69.95 | +$920.2K |
S SPYG | SPDR SERIES TRUST | 3.37% | $16.1M | 154,201 | $71.87 | $104.51 | +$366.5K |
Industry Allocation
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