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HOFFMAN CAPITAL ADVISORS LLC

CRANBERRY TWP, PA · CRD 287766 · IAPD ↗ · hoffman-capital.com · (724) 719-6767

$185.4MRegulatory AUM
7Advisory reps
7Employees
2Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — HOFFMAN CAPITAL ADVISORS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
February 2025 — HOFFMAN CAPITAL ADVISORS LLC notice-filed in FL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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