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Hoffman Capital Advisors LLC

● SEC registered since 2019CRD 287766SEC# 801-114896Cranberry Twp, PA
Export (members)
Reg. AUM
$159.5M
Employees
7
Accounts
722
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 $159.5 million in regulatory assets under management and employs 7 people.
www.hoffman-capital.comView on SEC.gov ↗

Hoffman Capital Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Josiah David Hoffman ControlOwner/Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Hoffman Capital Advisors LLC manage?

Hoffman Capital Advisors LLC reports $159.5 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

Address1659 Rt 228, Suite 5, Cranberry Twp, PA 16066
Phone(724) 719-6767
Office hours9:00a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145.5M
Non-discretionary$14M
Total (RAUM)$159.5M