Clarissa R. Hobson
KOVITZ INVESTMENT GROUP PARTNERS
Greenwood Village, CO 80111
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CRD#: 5121067
Professional summary
Clarissa Rugaber Hobson, CFP® is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Greenwood Village, Colorado.
Clarissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Clarissa has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Biography
For nearly two decades, Clarissa R. Hobson, CFP® has helped clients achieve their financial goals, and particularly enjoys ensuring that her clients’ financial lives are organized and on track to meet their long-term objectives. As Transform Wealth’s Director of Financial Planning, Clarissa is responsible for establishing and maintaining the high financial planning standards for which the company is known. Recognized for her expertise in educating individuals on financial topics, she has been quoted in a number of national publications including The Wall Street Journal, The New York Times, Financial Planning Magazine, and Money Magazine, among others. She has also appeared multiple times on Wharton Business Radio’s Your Money program. Clarissa provides comprehensive financial planning and investment advisory services to Transform Wealth’s clients, following years of providing retirement and employee benefits guidance at the Principal Financial Group and AmSouth Bank.
Clarissa is a 2001 Magna Cum Laude graduate of the University of the South in Sewanee, TN. In her free time, she enjoys spending time with her husband Mike and daughter Charlotte (who is a competitive dancer and figure skater), wrangling her Bernese Mountain Dog Violet, volunteering at St. Timothy’s Episcopal Church, and striving to improve her high-altitude baking skills.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Income Management
Retirement Planning
Investment Planning
Tax Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
High Net Worth Client Needs
Medical Professionals
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Clarissa Rugaber Hobson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
April 1, 2025 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: 6400 S. Fiddlers Green Circle Suite 100, Greenwood Village, CO 80111RIA
CRD#: 282241
Greenwood Village, CO
Past
June 9, 2016 - April 3, 2025
TRANSFORM WEALTH, LLC
RIA
CRD#: 283403
Greenwood Village, CO
Past
November 2, 2011 - June 9, 2016
CARNICK & KUBIK, LLC
RIA
CRD#: 159115
DENVER, CO
Past
January 7, 2010 - November 3, 2011
CARNICK & COMPANY, INCORPORATED
RIA
CRD#: 112464
COLORADO SPRINGS, CO
Past
June 9, 2006 - December 23, 2009
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
DENVER, CO
Past
April 19, 2006 - December 23, 2009
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(4/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
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Company Information
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD#: 282241Greenwood Village, CO 80111TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
