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Hoffman Capital Management, LLC

Hoffman Capital Management, LLC. CRD 295499

H

CRD: 295499

Hoffman Capital Management, LLC

(918) 407-4195
$596.9K Total AUM
$596.9K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
07-31-2018
Office Locations
1

Office Locations

-- Centerton AR

About Hoffman Capital Management, LLC

Hoffman Capital Management, LLC is a Centerton-based RIA. The firm has been operating for 7 years. Managing $596.9K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.

Team overview

47 AVG AGE
$596.9K AVG AUM / ADVISOR
$85.3K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

S

Steven Mark Hoffman

Chief Executive Officer, Director, President

CRD
#6974245
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $596,938 --
Non-Discretionary $0 --
Total $596,938 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Derivatives:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Derivatives Available Available
Cash Available Available
Total Available Available

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