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NICHOLAS HOFFMAN & COMPANY, LLC
CRD 144516File 801-68306
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.NHOFFMANANDCO.COM
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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 26 | 25 | decreased by1 |
| Mar 1, 2026 | Employees | 23 | 26 | increased by3 |
| Mar 1, 2026 | Clients | 394 | 409 | increased by15 |
| Mar 1, 2026 | AUM | $7,161,171,861 | $8,262,465,273 | increased by$1,101,293,412 |
| Mar 1, 2026 | Accounts | 2,215 | 2,233 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 23 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 359 | 394 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,574,032,469 | $7,161,171,861 | increased by$1,587,139,392 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,859 | 2,215 | increased by356 |
| Mar 1, 2022 | Employees | 16 | 19 | increased by3 |
| Mar 1, 2022 | Clients | 317 | 359 | increased by42 |
| Mar 1, 2022 | AUM | $1,383,461,213 | $5,574,032,469 | increased by$4,190,571,256 |
| Mar 1, 2022 | Accounts | 1,787 | 1,859 | increased by72 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NICHOLAS HOFFMAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NICHOLAS HOFFMAN” may also match similarly-named firms). Confirm identity against each filing.
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.