Nicholas Hoffman & Company, LLC

RIASEC Registered
Total AUM
$8.3B
Discretionary
$6.6B
80% of AUM
Avg account
$3.7M
Accounts
2,233
Employees
25
Advisory reps
14

Firm details

Headquarters
Atlanta, Georgia
CRD number
144516
Registered since
September 14, 2007
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Private Funds 21%, Exchange Traded Equities 13%, State & Local Bonds 10%, US Government Bonds 4%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%, Other 1%48%
  • Public Funds/Mutual Funds48%
  • Private Funds21%
  • Exchange Traded Equities13%
  • State & Local Bonds10%
  • US Government Bonds4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 120

Active vs passive

$3.7B in ETFs

Passive

91%

$3.4B

Active

1%

$324M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$986M1,407,03226.46%

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
2 Midtown Plz W Peachtree St St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth