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HOFFMAN CAPITAL ADVISORS LLC
CRD 287766 · SEC 801-114896
1659 RT 228, SUITE 5, CRANBERRY TWP, PA, 16066, United States
Phone
(724) 719-6767
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.4M
Discretionary AUM
$169.5M
Team
7 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 317 | $75.6M |
| High net worth individuals | 48 | $100.7M |
| Pension/profit sharing plans | 2 | $8.9M |
| Charitable organizations | 3 | $172K |
States served
NC, OH, PA, FL
All web addresses on file
Official SEC filing: View on IAPD