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Hobert & Svoboda, Inc. (Brookfield)


Hobert & Svoboda, Inc. is an adviser based in Brookfield. It manages $62.1 million of regulatory assets for 506 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Nebraska and Wisconsin.

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Hobert & Svoboda provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hobert & Svoboda: assets under management

The assets under management (AUM) of Hobert & Svoboda, Inc. is $62.1 million. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.55 million in discretionary accounts and $543.3 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.81 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hobert & Svoboda, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brookfield

The principal office where Hobert & Svoboda, Inc. performs its advisory services is located at 350 Bishops Way, Brookfield, WI 53005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [262] 782-8900 or by fax [262] 782-4784. The normal business hours are 8:00 a.m.-4:30 p.m. on Monday - Friday. You can find more information about the New York firm at hspdm.com.


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