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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-14-2007
- Office Locations
- 4
Office Locations
About Nicholas Hoffman & Company, LLC
Nicholas Hoffman & Company is a private boutique wealth manager focused on bespoke, fiduciary strategies to build and preserve generational wealth for client families, including business owners and entrepreneurs. The team emphasizes rigorous analysis, disciplined diversification, and a long-term approach across public markets and select alternatives. Atlanta-based, with custody relationships at Schwab and Fidelity and an advisory team averaging 30+ years’ industry experience.
Reported data analysis
What the numbers show
Between October 15, 2025 and July 10, 2026, reported AUM increased 15.4%, from $7.2B to $8.3B.
Across 5 reported observations, AUM increased 48.2% between July 29, 2022 and July 10, 2026, from $5.6B to $8.3B.
Of the latest reported AUM, 79.9% is discretionary and 20.1% is non-discretionary.
The firm reports 15 advisory representatives and 409 clients, or 27.3 clients per representative. That equates to $20.2M in reported AUM per client.
The profile lists 4 reported office locations and 18 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Nicholas Hoffman & Company, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICHOLAS JOHN HOFFMAN
Advisor, Managing Member
- CRD
- #1513288
- Ownership
- 50% but less than 75%
Richard NMI Rushton
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Carey Stallings Blakley
Director
- CRD
- #7446075
JEFFREY SCOTT BUCK
Senior Investment Advisor
- CRD
- #2239235
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,598,763,052 | $4,018,735 |
| Non-Discretionary | $1,663,702,221 | $2,815,063 |
| Total | $8,262,465,273 | $3,700,164 |
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Separately Managed Accounts
SMA allocation detail is available
Nicholas Hoffman & Company, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nicholas Hoffman & Company, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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