{
  "crd_number": 110263,
  "slug": "evart-young-and-hobbs-investment-management-redwood-city-ca-110263",
  "primary_business_name": "EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT",
  "legal_name": "LEO H. EVART, INC.",
  "dbas": [],
  "city": "Redwood City",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1992-12-09",
  "years_registered": 33,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 269926419.0,
  "raum_discretionary": 269926419.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 12093690.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 97319055.0,
      "count": 168
    },
    "pension_profit_sharing": {
      "raum": 26143832.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 134369842.0,
      "count": 67
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://eyhadvisers.com",
    "https://linkedin.com/in/derek-hobbs-a892b61"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110263",
  "city_as_filed": "REDWOOD CITY",
  "url": "https://advisorcensus.com/firm/evart-young-and-hobbs-investment-management-redwood-city-ca-110263",
  "display_name": "Evart, Young & Hobbs Investment Management",
  "summary": "Evart, Young & Hobbs Investment Management is an SEC-registered investment advisory firm in Redwood City, CA, registered since 1992, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Evart, Young & Hobbs Investment Management (CRD 110263): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Evart, Young & Hobbs Investment Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Evart, Young & Hobbs Investment Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Evart, Young & Hobbs Investment Management located?",
      "a": "Evart, Young & Hobbs Investment Management's principal office is in Redwood City, CA, according to its Form ADV."
    },
    {
      "q": "Is Evart, Young & Hobbs Investment Management registered with the SEC or a state?",
      "a": "Evart, Young & Hobbs Investment Management is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 110263."
    },
    {
      "q": "How much does Evart, Young & Hobbs Investment Management manage?",
      "a": "Evart, Young & Hobbs Investment Management reports $269,926,419 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Evart, Young & Hobbs Investment Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Evart, Young & Hobbs Investment Management: Regulatory assets under management: $227,145,653 in the October 2021 data and $269,926,419 in the October 2026 data, up 19%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Evart, Young & Hobbs Investment Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (168); high net worth individuals (67); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Evart, Young & Hobbs Investment Management use?",
      "a": "Evart, Young & Hobbs Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Evart, Young & Hobbs Investment Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110263"
    },
    {
      "q": "Does Evart, Young & Hobbs Investment Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"We generally require discretionary advisory clients to maintain a minimum account size of $500,000, although this minimum may be waived in certain circumstances.\""
    },
    {
      "q": "What changed in Evart, Young & Hobbs Investment Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $238,884,583 to $269,926,419 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 227145653.0,
      "total_employees": 2,
      "filing_date": "2021-02-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 222083927.0,
      "total_employees": 2,
      "filing_date": "2022-05-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 185936430.0,
      "total_employees": 2,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 216482085.0,
      "total_employees": 2,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 238884583.0,
      "total_employees": 3,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 269926419.0,
      "total_employees": 3,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $238,884,583 to $269,926,419 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We generally require discretionary advisory clients to maintain a minimum account size of $500,000, although this minimum may be waived in certain circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We generally require discretionary advisory clients to maintain a minimum account size of $500,000, although this minimum may be waived in certain circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/evart-young-and-hobbs-investment-management-redwood-city-ca-110263.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 168,
      "fewer_than_5": false,
      "raum": 97319055.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 134369842.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 26143832.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 12093690.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110263",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}