Wealth Manager
    SEC Registered
    Manages Private Funds

    Nicholas Hoffman & Company, LLC

    Registered investment advisor · Atlanta, Georgia · CRD #144516

    Assets Under Management
    $8.3B
    Client Accounts
    2,233
    Employees
    26
    CRD Number
    144516
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Nicholas Hoffman & Company, LLC

    Nicholas Hoffman & Co is a private boutique wealth management firm that specializes in creating tailored strategies for generational wealth growth. The firm focuses on developing personalized financial solutions for families looking to build and preserve their prosperity over time. Their services include custom wealth management strategies, detailed financial analysis, and investment strategy development. The firm emphasizes discipline, diversification, and a long-term focus in its investment a

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Nicholas Hoffman & Company, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Nicholas Hoffman & Company, LLC's AUM?

    Nicholas Hoffman & Company, LLC reports approximately $8.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Nicholas Hoffman & Company, LLC headquartered?

    Nicholas Hoffman & Company, LLC is headquartered in Atlanta, Georgia.

    What is Nicholas Hoffman & Company, LLC's CRD number?

    Nicholas Hoffman & Company, LLC's CRD number is 144516. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Nicholas Hoffman & Company, LLC manage?

    Nicholas Hoffman & Company, LLC manages approximately 2,233 client accounts according to its latest SEC filing.

    Is Nicholas Hoffman & Company, LLC SEC registered?

    Yes, Nicholas Hoffman & Company, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Georgia

    Invesco Advisers, Inc.
    Atlanta, GA · $749.5B AUM
    Truist Advisory Services, Inc.
    Atlanta, GA · $77.4B AUM
    Earnest Partners, LLC
    Atlanta, GA · $42.6B AUM
    Voya Investment Management LLC
    Atlanta, GA · $38.8B AUM
    Roark Capital Management, LLC
    Atlanta, GA · $34.2B AUM
    Hb Wealth
    Atlanta, GA · $30.2B AUM
    See all top RIA firms in Georgia →

    Research firms like Nicholas Hoffman & Company, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial