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NICHOLAS HOFFMAN & COMPANY, LLC
CRD 144516File 801-68306
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.26B
Top 10% of cohort (national)
Discretionary AUM
$6.60B
Non-discretionary $1.66B
Clients
409
2,233 accounts
Employees
25
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 14, 2007
- Principal office
- TWO MIDTOWN PLAZA, 1349 WEST PEACHTREE STREET ST. NW, SUITE 1050, ATLANTA, GA, 30309-2929
- Phone
- 404-815-5050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.26B
- Discretionary AUM
- $6.60B
- Non-discretionary AUM
- $1.66B
- Discretionary accounts
- 1,642
- Non-discretionary accounts
- 591
- Total accounts
- 2,233
- AUM per client
- $20.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $410.3M |
| High net worth individuals | 285 | $7.77B |
| Pooled investment vehicles | 1 | $25.0M |
| Pension and profit sharing plans | Fewer than 5 | $3.5M |
| Individuals (other than high net worth individuals) | 114 | $49.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.