Nicholas Hoffman & Company
TL;DR
Nicholas Hoffman & Company was formed in 2007 and provides financial planning, portfolio management, family office and retirement plan services to client families.
$8.3 billion
Regulatory AUM
As of ADV filing 2026-07-10
2,233
Accounts / Clients
399 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
25
Team Size
employees, 15 advisory
19 yrs
Years Registered
First registered 2007
About Nicholas Hoffman & Company
Nicholas Hoffman & Company was formed in 2007 and provides financial planning, portfolio management, family office and retirement plan services to client families.
Office: 1355 Peachtree Street NE, Suite 1450, Atlanta, GA 30309.
Best for: multigenerational families wanting a boutique CFA and CFP team with private fund access
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD144516
RegistrationSEC-registered
First registration2007
Regulatory AUM$8.3 billion
ADV filing date2026-07-10
Accounts2,233
Clients399 individual and high-net-worth clients
Employees25
Advisory employees15
Fee modelAsset-based fees from 1.25% down to 0.30%; some recommended private funds charge performance fees
MinimumNot disclosed; may impose a minimum portfolio value or fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA, CFP and CAIA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 144516, as of ADV filing 2026-07-10, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 5 of 10
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