NICHOLAS HOFFMAN & COMPANY, LLC

RIASEC RegisteredEst. 2007

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, SEC-registered advisory firm organized as an LLC and operating since 2007. The firm serves both high-net-worth individuals and institutional clients and functions as a capital allocator that selects and allocates to third‑party managers in addition to managing in-house mandates. Core services reported on the ADV include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, pension consulting and the selection of other advisers. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. Nicholas Hoffman & Company is not identified as an active ESG investor and is not listed as a multi-state adviser. The firm was named to CNBC’s Top 100 Financial Advisory Firms list for 2025.