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Hoffman Capital Advisors LLC

Hoffman Capital Advisors LLC. CRD 287766

Hoffman Capital Advisors LLC logo

CRD: 287766

Hoffman Capital Advisors LLC

Cranberry TWP, PA, 16066
7247196767
www.hoffman-capital.com
$185.4M Total AUM
$169.5M Disc. AUM
8.2% 3Y CAGR
7 Employees
372 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · MID Atlantic
Clients
Retail and Institutional
Platforms
Legacy
Established Date
06-08-2017
Office Locations
2

Office Locations

1659 RT 228 Suite 5 Cranberry TWP PA
651 Holiday Dr. Ste.400 Pittsburgh PA

About Hoffman Capital Advisors LLC

Hoffman Capital Advisors is a fee-based, fiduciary RIA based in Western Pennsylvania serving families, individuals, businesses and nonprofits nationwide with financial, tax and retirement planning plus ongoing portfolio management. The firm also partners with advisor teams seeking independence, providing compliance and technology support while allowing advisors to keep their own brand or adopt Hoffman’s. No commissions or transactional fees. Securities offered through NewEdge Securities.

Team overview

32 AVG AGE
$26.5M AVG AUM / ADVISOR
$498.5K AVG AUM / CLIENT
5.8 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Crest peak Bridge crest

Client Personas

Signal Momentum delta

Custodian

Catalyst alpha Peak Wave ridge Vertex Atlas fusion Quantum Pathway Harbor Horizon

Investment Themes

Zenith glacier Matrix eagle Bridge Delta quantum

Investment Vehicles

Foundation vital Foundation

Platform

Catalyst

Services

Ember Matrix summit Meridian atlas Atlas North value Foundation Vector signal Harbor Horizon North matrix Crest Matrix Quantum

Technology

Frontier pathway

Owner & Executives

JOSIAH DAVID HOFFMAN

JOSIAH DAVID HOFFMAN

Chief Compliance Officer, Owner

CRD
#5572382
Ownership
75% or more
(763) 773-3817
horizon.north@atlascapital.com
in linkedin.com/in/quantum-north

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Contacts

A

ALEX MORGAN FEYCHE

Partner

CRD
#6239501
(821) 282-2907
wave.eagle@signalcapital.com
in linkedin.com/in/value-delta
R

ROBERT WILLIAM FEYCHE

partner

CRD
#2127521
(391) 446-5900
crest.optima@summitcapital.com
in linkedin.com/in/pathway-quantum
R

Radial eagle

Oak optima bridge

CRD
#20969
(972) 668-7230
fusion.foundation@legacycapital.com
in linkedin.com/in/crest-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-30-2022
04-04-2023
02-26-2024
11-03-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $169,521,000 $237,757
Non-Discretionary $15,912,000 $388,098
Total $185,433,000 $245,932

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Separately Managed Accounts

Total SMA Asset: $185,433,000

$185.4M Total SMA
Public Funds:
22.6%
Equity - Exchange:
31.1%
Cash:
18.5%
Municipal Bonds:
27.8%
Asset class Assets Assets %
Public Funds $870,314,572 22.6%
Equity - Exchange $1,197,645,274 31.1%
Cash $712,425,645 18.5%
Municipal Bonds $1,070,563,943 27.8%
Total $3,850,949,434 100.0%

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