Data / Investment advisers / Georgia / Nicholas Hoffman & Company, LLC
Nicholas Hoffman & Company, LLC, Atlanta, GA: $8.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Nicholas Hoffman & Company, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $8.3 billion in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
The request: Watch Nicholas Hoffman & Company, LLC (CRD number 144516): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 144516
- SEC file number
- 801-68306
- SEC status
- Approved, effective September 14, 2007
- Main office
- Two Midtown Plaza 1349 West Peachtree Street St. NW, Suite 1050, Atlanta, GA 30309
- Phone
- (404) 815-5050
- Website
- nhoffmanandco.com
- Regulatory AUM
- $8,262,465,273 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $6,598,763,052
- Non discretionary AUM
- $1,663,702,221
- Accounts
- 2,233
- Employees
- 25, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $25,000,000
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 285 | $7.77 billion |
| Charitable organizations | 9 | $410.3 million |
| Individuals (other than high net worth individuals) | 114 | $49 million |
| Pooled investment vehicles | 1 | $25 million |
| Pension and profit sharing plans | Fewer than 5 | $3.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $8.26 billion | February 20, 2026 |
| December 1, 2025 | $7.16 billion | October 15, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Advisory Services Network | Atlanta | $10.60 billion | Not listed | adviserinfo.sec.gov |
| Openarc Corporate Advisory, LLC | Atlanta | $10.09 billion | Not listed | adviserinfo.sec.gov |
| Signaturefd, LLC | Atlanta | $9.68 billion | 2 | adviserinfo.sec.gov |
| Crawford Investment Counsel Inc | Atlanta | $9.14 billion | Not listed | adviserinfo.sec.gov |
| Arkadios Wealth Advisors | Atlanta | $8.79 billion | Not listed | adviserinfo.sec.gov |
| Capital Investment Advisors, LLC | Atlanta | $8.21 billion | Not listed | adviserinfo.sec.gov |
| Domain Capital Advisors, LLC | Atlanta | $7.27 billion | 33 | adviserinfo.sec.gov |
| Jamestown, L.P. | Atlanta | $7.06 billion | 21 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Nicholas Hoffman & Company, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.