RIA Intel›Advisers›Wisconsin›HOBERT & SVOBODA, INC.

HOBERT & SVOBODA, INC.

Advisory

N·BROOKFIELD, WI

Data as of Aug 13, 2015 · Source: SEC Form ADV

Total AUM

$62M

1-Year AUM Growth

-53.4%

3-Year CAGR

-23.1%

Employees

5

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$543K

Discretionary %99.1%

Total Clients—

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingJan 26, 2001

Latest FilingAug 13, 2015

🔒 Full AUM trend chart and 23 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HOBERT & SVOBODA, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.