Evart, Young & Hobbs Investment Management
Firm details
- Headquarters
- Redwood City, California
- CRD number
- 110263
- Registered since
- December 9, 1992
- Website
- eyhadvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.78%
- Individuals36.05%
- Pension & Profit Sharing Plans9.69%
- Charitable Organizations4.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Evart, Young & Hobbs Investment Management is an independent registered investment adviser that has been SEC-registered since 1992 and is privately owned. The firm works with both individual and family clients as well as institutional relationships, and it charges clients using percentage-of-AUM schedules and fixed fees. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
Contacts
2 of 2
Carlos Perez
Financial AdvisorCRD 4784058
Derek Hobbs
Portfolio ManagerCRD 1619759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$116M in ETFs
81%
$93.2M
15%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $19.2M | 190,606 | 16.58% |
Location
Redwood City, CA
San Mateo
Location
Redwood City, CA
Headquartered in Redwood City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3 Lagoon Dr
- Time zone
- PT (UTC-8)
- Office locations
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