Hoffman Capital Advisors LLC
● SEC registered since 2019CRD 287766SEC# 801-114896Cranberry Twp, PA
Reg. AUM
$185.4M
Employees
7
Accounts
754
Location
Cranberry Twp, PA
Hoffman Capital Advisors LLC assets under management
Hoffman Capital Advisors LLC operates as an SEC-registered investment adviser based in Cranberry Twp, PA. The firm has been registered since 2019. It reports $185.4 million in regulatory assets under management and employs 7 people.
Hoffman Capital Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Josiah David Hoffman Control | Owner/Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Hoffman Capital Advisors LLC manage?
Hoffman Capital Advisors LLC reports $185.4 million in regulatory assets under management on its Form ADV.
How many employees does Hoffman Capital Advisors LLC have?
Hoffman Capital Advisors LLC reports 7 employees.
Where is Hoffman Capital Advisors LLC located?
Hoffman Capital Advisors LLC is based in Cranberry Twp, PA and has been SEC-registered since 2019.
Does Hoffman Capital Advisors LLC disclose fund performance?
Hoffman Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1659 Rt 228, Suite 5, Cranberry Twp, PA 16066 |
| Phone | (724) 719-6767 |
| Office hours | 9:00a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185.4M▲ 39%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$185.4Mregulatory AUM
Discretionary $169.5MNon-discretionary $15.9M