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| Hoffman Capital Advisors LLC
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|---|---|
| CRD # | 287766 |
| SEC # | 801-114896 |
| CIK # | |
| AUM | $185.4 M (2026-02-25) |
| Employees | 7 (100% Investors, 71% Brokers) |
| Phone | 724-719-6767 |
| Address | 1659 Rt 228 Cranberry Twp, PA 16066 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 64.5 |
| (b) Individuals (high net worth individuals) | 41 | 87.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 7.3 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 722 | 159.5 |
| By Discretionary | ||
| Discretionary | 677 | 145.5 |
| Non-Discretionary | 45 | 14.0 |
| Total | 722 | 159.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.5 | |
| Total | 722 | 159.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retirement Financial Group LLC
✚
|
TX | 0.2 |
|
Hudson Portfolio Management LLC
✚
|
NY | 0.2 |
|
Scott W Hancock
✚
|
0.2 | |
|
Lifetime Wealth Management LLC
✚
|
0.2 | |
|
SF Ehrlich Associates Inc
✚
|
NJ | 0.2 |
|
Larson Financial Planning Inc
✚
|
0.2 | |
|
Archer Pointe Wealth Management LLC
✚
|
CA | 0.2 |
|
CPWA LLC
✚
|
OR | 0.2 |
|
Halberstadt Financial Consultants Inc
✚
|
NJ | 0.2 |
|
Schwarz Investment Partners
✚
|
KS | 0.2 |