Nicholas Hoffman & Company, LLC

RIASEC Registered

Total AUM

$8.3B

Discretionary

$6.6B

80% of AUM

Avg account

$3.7M

Accounts

2,233

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 144516
Registered since: September 14, 2007
Website: www.nhoffmanandco.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI94.1%
Charitable Organizations4.97%
Individuals0.59%
Pooled Investment Vehicles0.3%
Pension & Profit Sharing Plans0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Nicholas Hoffman & Company, LLC is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2007. The firm serves a mix of individuals, families and institutional clients and acts as a capital allocator—both managing portfolios directly and selecting third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting and the selection of other advisers. Fee arrangements reported include percentage-of-AUM, fixed fees and performance-based fees. The firm is not identified as an active ESG investor. Nicholas Hoffman & Company received recognition from CNBC as one of the Top 100 Financial Advisory Firms in 2025.