Hobbs Wealth Management

RIASEC RegisteredEst. 2025
Total AUM
$147M
Discretionary
$147M
100% of AUM
Avg account
$232K
Accounts
631
Employees
6
Advisory reps
1

Firm details

Headquarters
Zionsville, Indiana
CRD number
325374
Registered since
February 28, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76%
  • Individuals24%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hobbs Wealth Management is an independent registered investment adviser that began SEC registration in 2025 and is organized as an LLC owned by an individual. The firm serves primarily individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. It identifies itself as a capital allocator and charges fees by percentage of assets under management, hourly rates, and fixed fees. The firm is not an active ESG investor and appears to operate from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 28%, Cash & Cash Equivalents 2%, State & Local Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Contacts

1 of 1
  • David Hobbs

    David Hobbs

    Managing MemberCRD 5004505

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$166M in ETFs

Passive

29%

$47.7M

Active

22%

$118M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$31.1M353,83418.73%

Location

Primary office

Zionsville, IN

Boone

Location

Zionsville, IN

Headquartered in Zionsville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Boone
Address
75 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth