9AT: EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Adviser Profile

As of Date	03/19/2026
Registration	SEC, Approved, 12/09/1992
ADV Location	REDWOOD CITY, CA, United States
Contact Info	(65 xxxxxxx
Websites

AUM^*	269,926,419 25%
of that, discretionary	269,926,419 25%
Number of Employees	3 50%
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	368,752 12%
% High Net Worth	27.46% 24%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ANEW ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM67.8m	#Funds-
Adviser WESTEND ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.9b	#Funds-
Adviser VERUS CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.3b	#Funds-
Adviser FINANCIAL SENSE ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM835.6m	#Funds-
Adviser BEACON WEALTH CONSULTANTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM278.3m	#Funds-
Adviser KEUDELL MORRISON WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM921.5m	#Funds-
Adviser CHRONOS WEALTH MANAGEMENT, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM274.0m	#Funds-
Adviser D.B. ROOT & COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM952.4m	#Funds-
Adviser INSIGHT FOLIOS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM331.3m	#Funds-
Adviser ACADEMY CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker46436E718	Stock NameISHARES 0-3 MONTH TREASURY BOND ETF	$ Position$19,139,524	% Position15.00%	$ Change-3.00%	# Change-3.00%
Stck Ticker808524300	Stock NameSCHWAB U.S. LARGE-CAP GROWTH ETF	$ Position$10,928,532	% Position9.00%	$ Change13.00%	# Change-3.00%
Stck Ticker921937835	Stock NameVANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	$ Position$5,773,460	% Position5.00%	$ Change-28.00%	# Change-28.00%
Stck Ticker922908744	Stock NameVANGUARD VALUE INDEX FUND ETF SHARES	$ Position$6,787,054	% Position5.00%	$ Change15.00%	# Change4.00%
Stck Ticker922908736	Stock NameVANGUARD GROWTH INDEX FUND ETF SHARES	$ Position$5,481,837	% Position4.00%	$ Change6179.00%	# Change31720.00%
Stck Ticker14020W106	Stock NameCAPITAL GROUP DIVIDEND VALUE ETF	$ Position$5,388,297	% Position4.00%	$ Change12.00%	# Change-3.00%
Stck Ticker921937819	Stock NameVANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES	$ Position$5,229,779	% Position4.00%	$ Change-12.00%	# Change-11.00%
Stck Ticker921908844	Stock NameVANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	$ Position$3,424,488	% Position3.00%	$ Change10.00%	# Change0.00%
Stck Ticker808524805	Stock NameSCHWAB INTERNATIONAL EQUITY ETF	$ Position$3,703,759	% Position3.00%	$ Change352.00%	# Change304.00%
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$3,290,951	% Position3.00%	$ Change-3.00%	# Change-15.00%

Brochure Summary

Overview

Who we are Evart, Young & Hobbs Investment Management (referred to as “we,” “our,” “us,” or “EYH”), has been registered as an investment advisor with the SEC since 1992. Effective July 1, 2021, Derek Hobbs is our President and sole shareholder.
Services we offer Asset Management Services We provide investment advisory services on a discretionary basis. As part of this service we may provide some financial planning services on an as-needed basis. In addition, we furnish advice to you on matters not involving securities, such as taxation issues and trust services that often include estate planning.
Our investment planning process ensures the design of a strategic investment plan that is customized to each client’s unique goals and objectives yet is flexible enough to respond to a client’s changing financial circumstances.
Initial consultation: allows us to understand your financial circumstances and gather data to formulate a solution.
Financial analysis: from the data collected at the initial meeting, we establish an investment plan. This becomes the roadmap by which we can measure your financial progress.
Asset allocation modeling: allocating your investment dollars to specific mutual fund asset classes (stocks, bonds, money market, etc.) based upon

your given risk tolerance level.
Investment Selection: we implement your customized asset allocation model with carefully screened investment choices that will match your investment objectives.
Portfolio Monitoring & Rebalancing: we are continually monitoring the capital markets and the investments selected, adjusting when we feel necessary to maintain an investment strategy that is consistent with your risk/return profile.
Reporting: our reporting system keeps you informed of your investment strategy, account positions and values, performance results, asset allocation, and taxable gains and losses.
We do not provide portfolio management services to a wrap fee program.
Pension Consulting Services We work with Plan Sponsors to find a 401(k) plan that is suitable to their needs, keeping in mind, plan and fund costs, investment performance, the appropriate number of funds for proper diversification, a monitoring process to benchmark risk and return along with service reviews of plan providers.
Assets under management As of December 31, 2023, we manage assets of $216.5 million on a discretionary basis. In addition, we have assets under advisement of $80.4 million in retirement plans. We do not manage assets on a non- discretionary basis.

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

EVART & YOUNG INVESTMENT MANAGEMENT

LEO H. EVART, INC.

EVART LEO H INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT EVART & YOUNG INVESTMENT MANAGEMENT LEO H. EVART, INC. EVART LEO H INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

EVART & YOUNG INVESTMENT MANAGEMENT

LEO H. EVART, INC.

EVART LEO H INC