Brian Matthew Colan
Investment adviser representative at Hobart Wealth
11 yearsExperience
1 stateRegistered in
$558.2MFirm assets
10 yearsFirm in business
Are you Brian Matthew Colan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Hobart WealthMar 2025 to now
- Mpire Financial LLCNov 2024 to now
- Lake Norman HospitalFeb 2024 to Feb 2025
- UmortgageJun 2022 to Nov 2024
- Leverage Lending GroupOct 2021 to Jun 2022
- Atrium HealthJul 2020 to Oct 2021
- Danbury HospitalJan 2015 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Hobart Wealth
Legal name: Hobart Private Capital, LLC
$558.2MAssets managed
727Clients
12Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8189808
- Firm CRD
- 168494