HOFFMAN CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2019

Total AUM

$185M

Discretionary

$170M

91% of AUM

Avg account

$246K

Accounts

754

Employees

Advisory reps

Firm details

Headquarters: CRANBERRY TOWNSHIP, Pennsylvania
CRD number: 287766
Registered since: March 28, 2019
Website: www.hoffman-capital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.3%
Individuals40.78%
Pension & Profit Sharing Plans4.82%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hoffman Capital Advisors LLC is an independent registered investment adviser organized as an LLC and operating since 2019. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and also serves some institutional clients. Its business model blends percentage-of-AUM billing with hourly and fixed fees, allowing flexibility across comprehensive planning engagements and ongoing portfolio oversight. Investment activity is centered on public funds and mutual funds as the primary vehicle for client allocations, while the firm also places client dollars into third‑party alternative vehicles such as venture capital and private placements. Hoffman Capital Advisors is not structured as an in‑house capital allocator; instead it relies on external managers for private/alternative exposure. The firm does not identify as an active ESG investor and maintains a relatively concentrated national custody footprint with major custodians handling the bulk of assets.