This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-1996
- Office Locations
- 1
Office Locations
About Landfall Financial Advisors, Inc.
Landfall Financial Advisors is a fee-only RIA in Columbus, Ohio providing comprehensive financial planning and investment management for individuals and businesses. The firm builds goal-based portfolios with an asset-allocation and risk-management focus, using primarily public funds. Led by President Joseph Hoffman (CFP, CFA) with 30+ years of industry and executive finance experience; custodies with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Landfall Financial Advisors, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Landfall Financial Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH HENRY HOFFMAN
President
- CRD
- #4536580
- Ownership
- 50% but less than 75%
LORETTA SUZANNE HOFFMAN
Chief Executive Officer, Corporate Secretary, President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,630,860 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,630,860 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Landfall Financial Advisors, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.