Overview
Assets Under Management: $185 million
Headquarters: CRANBERRY TWP, PA
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
HOFFMAN CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287766), HOFFMAN CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
HOFFMAN CAPITAL ADVISORS LLC is headquartered in CRANBERRY TWP, PA.
HOFFMAN CAPITAL ADVISORS LLC serves 48 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, HOFFMAN CAPITAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
HOFFMAN CAPITAL ADVISORS LLC manages $185 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, HOFFMAN CAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 754
Discretionary Accounts: 713
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 287766
Filing ID: 2060274
Last Filing Date: 2026-02-25 16:51:55