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SB

Sadie Bishop

HOBART WEALTH
Charlotte, NC 28277
Some features on this profile are disabled
CRD#: 7147653
SB

Professional summary

Sadie Bishop, who also goes by Sadie M Bishop, is a registered financial advisor currently at HOBART WEALTH located in Charlotte, North Carolina.

Sadie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sadie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sadie M Bishop

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sadie Bishop's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 30, 2026 - Present

HOBART WEALTH

Office #1: 7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277
RIA
CRD#: 168494
Charlotte, NC

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".
HW
HOBART WEALTH
HOBART PRIVATE CAPITAL, LLC | HOBART WEALTH

CRD#: 168494 / SEC#: 801-107338

RIA
Registered Investment Advisory firm - (2/29/2016 Approved)
North Carolina
Registered Investment Advisory firm - (7/27/2016 Terminated)

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
North Carolina
(3/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/30/2026
Uniform Investment Adviser Law Examination

Current Firm

HW
HOBART WEALTH
HOBART PRIVATE CAPITAL, LLC | HOBART WEALTH

CRD#: 168494 / SEC#: 801-107338

RIA
Registered Investment Advisory firm - (2/29/2016 Approved)
North Carolina
Registered Investment Advisory firm - (7/27/2016 Terminated)
PREMIUM
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Contact information

Main Address
7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277
Mailing Address
Phone number
(888) 553-0122
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HOBART PRIVATE CAPITAL FIRM BROCHURE (1/6/2026)

Regulatory assets under management

Total Number of Accounts1,891
AUM (Assets Under Management)$ 429,701,468

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HOBART WEALTH

CRD#: 168494Charlotte, NC 28277

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