HOFFMANN HERMANSON

Overview

Hoffmann Hermanson is an independent registered investment adviser that serves individual and family clients with a fee structure based on a percentage of assets under management. The firm pairs financial planning with portfolio management for individuals and small businesses and also operates as an insurance broker, which influences its use of annuities and insurance-linked solutions. Hoffmann Hermanson registered with the SEC in 2025 and is organized as a limited liability company with individual ownership. Investment activity centers on equity-oriented portfolios supplemented by third-party alternative fund allocations and insurance products. The firm appears to favor liquid, exchange-traded exposure as the core of client portfolios while using external managers for private equity, real estate and managed futures to provide diversification, return enhancement and risk-management benefits. Portfolios are largely managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices