H
CRD: 333235
Hermitage Wealth
Richmond, VA, 23233
8042707877
$37.5M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
14 Employees
197 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2025
- Office Locations
- 1
Office Locations
3761 Westerre Parkway Suite G Richmond VA
About Hermitage Wealth
Hermitage Wealth is a Richmond-based RIA. The firm has been operating for 1 years. Managing $37.5M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS and Nationwide. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
41 AVG AGE
$9.4M AVG AUM / ADVISOR
$190.5K AVG AUM / CLIENT
0.8 yrs AVG TENURE
14 Employees
4 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vector Crest Fusion quantum
Client Personas
Fusion crest
Investment Themes
Insight Pathway
Investment Vehicles
Vital Catalyst
Platform
Value
Services
Horizon North Eagle radial Signal
Owner & Executives
JOHN CORY HOFFER
Chief Compliance Officer, President, PRINCIPAL OWNER
- CRD
- #4093325
- Ownership
- 50% but less than 75%
(362) 210-7546
north.momentum@pioneercapital.com
in linkedin.com/in/quantum-beacon
JANINE CATE HOFFER
Chief Financial Officer, President
- CRD
- #4026620
- Ownership
- 25% but less than 50%
(550) 883-9344
frontier.ember@focuscapital.com
in linkedin.com/in/peak-pathway
Showing 2 of 2 owners & executives
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RYAN BERNSTINE
Associate Advisor
- CRD
- #7813420
(848) 891-5605
delta.vital@valuecapital.com
in linkedin.com/in/optima-fusion
C
CHRISTOPHER WILL COSBY
Financial Advisor
- CRD
- #5879069
(322) 223-4067
capital.bridge@valuecapital.com
in linkedin.com/in/eagle-focus
V
Vector delta
Oak signal
- CRD
- #86596
(868) 941-3357
quantum.meridian@unisoncapital.com
in linkedin.com/in/pioneer-crest
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,594,192 | $2,531,397 |
| Non-Discretionary | $29,941,283 | $151,986 |
| Total | $37,535,475 | $187,677 |
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Separately Managed Accounts
Total SMA Asset: $37,535,475
Public Funds:
5.5% Equity - OTC:
5.2% Equity - Exchange:
12.1% Cash:
18.5% Corporate - Investment Grade:
14.1% Municipal Bonds:
23.2% U.S. Government/Agency:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $261,554,190 | 5.5% |
| Equity - OTC | $247,287,598 | 5.2% |
| Equity - Exchange | $575,419,218 | 12.1% |
| Cash | $879,773,185 | 18.5% |
| Corporate - Investment Grade | $670,529,833 | 14.1% |
| Municipal Bonds | $1,103,283,129 | 23.2% |
| U.S. Government/Agency | $1,017,683,575 | 21.4% |
| Total | $4,755,530,728 | 100.0% |