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NICHOLAS HOFFMAN & COMPANY, LLC

ATLANTA, GA · CRD 144516 · IAPD ↗ · nhoffmanandco.com · 404-815-5050

$8.26BRegulatory AUM
15Advisory reps
25Employees
0Clients
0Planning clients
1Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
March 2026 — NICHOLAS HOFFMAN & COMPANY, LLC grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
March 2026 — NICHOLAS HOFFMAN & COMPANY, LLC now reports 1 private fund(s) ($25.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
47
December 2025 — NICHOLAS HOFFMAN & COMPANY, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — NICHOLAS HOFFMAN & COMPANY, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.