Evart, Young & Hobbs Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$231,688,897
Clients
235
Advisors
2
of 3 employees
About
Evart, Young & Hobbs Investment Management serves individual investors, trusts, business entities and qualified retirement-plan sponsors, providing discretionary portfolio management and pension consulting for 401(k) plans, with occasional financial planning and estate-related advice. The firm operates as a small, adviser-supported practice and manages client portfolios on a discretionary basis.
Its investment approach emphasizes strategic asset allocation grounded in Modern Portfolio Theory and academic research (including Fama–French concepts), seeking global diversification and primarily using low-cost, tax-efficient ETFs and institutional share classes of mutual funds. Investment selections are subject to both quantitative and qualitative screening, with ongoing monitoring and portfolio rebalancing to maintain agreed risk/return profiles.
Distinctive features for a two-advisor supported firm include approximately $270 million in discretionary AUM alongside about $110 million under advisement for retirement plans, indicating a meaningful pension-consulting practice in addition to private-client management. The firm also notes several less-common practices: routinely using institutional-only fund vehicles, declining to aggregate client trades because of individualized tax considerations, and not accepting proxy-voting authority for client accounts.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,500,000: 1.00% annually $1,500,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.25% annually
Account minimum: $500,000
Main office
3 Lagoon Drive, Suite 155
Redwood City CA 94065
Advisors at this office
2
Most active in
California · Texas · Washington
Also doing business as
Evart & Young Investment Management · Evart Leo H Inc · Evart, Young & Hobbs Investment Management · Leo H. Evart, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Derek H
Series 65
Redwood City, CA
Evart, Young & Hobbs Investment Management
Derek Hobbs is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 1998. Evart, Young & Hobbs Investment Management provides discretionary portfolio management to individual investors, trusts, business entities, and qualified retirement plan sponsors, as well as pension consulting services. The firm employs a research-driven investment approach grounded in modern portfolio theory, utilizing globally diversified, low-cost, tax-efficient ETFs and institutional mutual funds.
Carlos P
Series 65
Redwood City, CA
Evart, Young & Hobbs Investment Management
Carlos Perez is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds a Series 65 designation and has worked at the firm since 1996. Perez also has prior experience at Seed V Investors LLC and manages his own real estate holdings. Evart, Young & Hobbs Investment Management provides discretionary portfolio management and pension consulting services to individual investors, trusts, business entities, and qualified retirement plan sponsors. The firm employs a research-driven investment approach focused on strategic asset allocation, long-term buy-and-hold strategies, and tax-aware decision making, utilizing globally diversified, low-cost ETFs and institutional mutual funds.
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