Hobbs Wealth Management
Firm details
- Headquarters
- Zionsville, Indiana
- CRD number
- 325374
- Registered since
- February 28, 2025
- Website
- www.hobbswealth.com
- 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
FINTRXOverview
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
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 Funds70%
- Exchange Traded Equities28%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1
David Hobbs
Managing MemberCRD 5004505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$166M in ETFs
29%
$47.7M
22%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $31.1M | 353,834 | 18.73% |
Location
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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