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NICHOLAS HOFFMAN & COMPANY, LLC
CRD 144516 · SEC 801-68306
TWO MIDTOWN PLAZA, 1349 WEST PEACHTREE STREET ST. NW, SUITE 1050, ATLANTA, GA, 30309-2929, United States
Phone
404-815-5050
Fax
404-815-5089
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.26B
Discretionary AUM
$6.60B
Team
26 total employees; 16 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $49.0M |
| High net worth individuals | 285 | $7.77B |
| Pooled investment vehicles | 1 | $25.0M |
| Charitable organizations | 9 | $410.3M |
States served
AL, CA, GA, IL, LA, MS, NC, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD