This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 09-14-2007
- Office Locations
- 5
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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
Carey Stallings Blakley
Director
- CRD
- #7446075
JEFFREY SCOTT BUCK
Senior Investment Advisor
- CRD
- #2239235
Element summit
Element harbor
- CRD
- #75907
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,237,465,273
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $230,299,662 | 16.7% |
| Private Funds | $171,000,947 | 12.4% |
| Equity - Exchange | $75,847,194 | 5.5% |
| Municipal Bonds | $215,130,223 | 15.6% |
| U.S. Government/Agency | $198,581,745 | 14.4% |
| Cash | $256,501,420 | 18.6% |
| Corporate - Investment Grade | $137,903,989 | 10.0% |
| Other | $93,774,713 | 6.8% |
| Total | $1,379,039,893 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL PEAK | BEACON BEACON | VV5JHP3BD | NCRHO | 6.45% | $78,057,846 |
| INSIGHT FUSION MOMENTUM | VALUE FOUNDATION | UPJHYKAWU | XHVSD | 10.98% | $43,778,856 |
| BRIDGE VERTEX CATALYST | LEGACY FUSION | VSE3OG35F | LLJBG | 1.19% | $119,559,816 |
| UNISON WAVE MERIDIAN | HARBOR BRIDGE | CGO9FQRY4 | EKDZ | 10.43% | $68,096,887 |
| GLACIER SIGNAL | VITAL VERTEX | V35S8VY9H | OZCEV | 10.99% | $99,547,692 |
| FOCUS VITAL LEGACY | ALPHA RADIAL | XW1Z46KKR | LZZX | 7.03% | $98,018,959 |
| BRIDGE CATALYST PATHWAY | HARBOR FUSION | OTBLJR1CA | GSHJD | 6.87% | $89,309,066 |
| ZENITH EAGLE ALPHA | ATLAS HORIZON | DGC9RFH2I | UJPYU | 5.86% | $78,409,639 |