Evart, Young & Hobbs Investment Management

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Client assets under management

$231,688,897

Clients

235

29% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

118

Very High

Average account size

$985,910

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

Financial planning Portfolio management Pension consulting

Expertise

Passive / index investing Income planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Percentage

$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

Other

Account minimum: $500,000

Main office location

Evart, Young & Hobbs Investment Management

3 Lagoon Drive, Suite 155

Redwood City CA 94065, United States

Number of offices

Most active in

California · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (650) 802-0342

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.

Passive / index investing Income planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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.

Passive / index investing Income planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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