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Nicholas Hoffman & Company

Multifamily office listing in Atlanta, Georgia, United States.

  • SEC-registered
  • Founded 2007
Regulatory AUM
$8.3 billion
Employees
25
Clients
0
Founded
2007

Boutique wealth management for families pursuing generational wealth through customized strategies.1

Overview

Nicholas Hoffman & Company is a private boutique wealth management firm serving families across the United States. The firm works with clients who have complex financial needs, significant investment portfolios, business-created wealth, and an interest in private investments.1

History

Nicholas J. Hoffman founded the firm in 2007 and continues to serve as its founder and CEO. The SEC lists Nicholas Hoffman & Company, LLC as an approved investment adviser under CRD 144516 and SEC number 801-68306, effective September 14, 2007.2

Leadership

Nicholas Hoffman has overall responsibility for firm management and investment strategies and chairs the Investment Management Committee. Carey Blakley is Senior Director, Real Estate & Research, and Jeff Buck is Senior Investment Advisor.3

Meghan Potter is Director of Family Office Services, Eleanor Quarles is Director of Client Services, and Richard Rushton is Chief Operating Officer.4

Services

The firm provides investment management, strategic financial planning, family office services, tax and estate planning coordination, retirement planning, asset protection guidance, business consulting, and philanthropic advisory support.5

Its services also include portfolio management for individuals, small businesses, pooled vehicles, and institutions, together with pension consulting and adviser selection.6

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Trust and fiduciary
  • Philanthropy
  • Retirement planning

Client Focus

Nicholas Hoffman & Company serves families with substantial and often business-created wealth, complex financial requirements, and significant investment portfolios. Its client base spans the United States and includes families interested in private investments.7

Approach

The firm says its investment principles include discipline, diversification, a long-term focus, detailed analysis, and fiduciary attention to clients’ interests. It describes client relationships as long-term partnerships grounded in mutual respect, integrity, trust, and open communication.8

Assets and Minimums

Nicholas Hoffman & Company reports more than $8 billion in assets under management and says clients have committed more than $1 billion to private markets.9

By the numbers

Regulatory AUM by year$0K$2.3B$4.5B$6.8B$9.1B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 144516. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$488 million$353 million$135 million
2017$600 million$452 million$148 million
2018$794 million$514 million$279 million
2019$870 million$506 million$364 million
2020$1.1 billion$789 million$337 million
2021$1.4 billion$1.0 billion$381 million
2022$5.6 billion$5.1 billion$448 million
2023$5.5 billion$4.9 billion$596 million
2025$7.2 billion$5.8 billion$1.3 billion
2026$8.3 billion$6.6 billion$1.7 billion
Average AUM per client by year$0K$6M$11M$17M$22M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 144516. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$3 million
2020$4 million
2021$4 million
2022$16 million
2023$15 million
2025$18 million
2026$20 million
Clients by type (2026)High net worth individuals285Individuals114Charities9Pooled investment vehicles1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 144516. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals114
High net worth individuals285
Pooled investment vehicles1
Charities9
Employees by year071421282016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 144516. As of .
Employees reported on Form ADV
YearEmployees
201611
201712
201815
201916
202016
202116
202219
202320
202523
202625

Ranks #2 of 6 SEC-registered firms in GA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 144516. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

When was Nicholas Hoffman & Company founded?

Nicholas J. Hoffman founded the firm in 2007.2

What types of services does the firm provide?

Services include investment management, strategic financial planning, family office services, tax and estate planning coordination, retirement planning, asset protection guidance, business consulting, philanthropic advisory support, pension consulting, and adviser selection.56

Who does the firm serve?

The firm serves families across the United States with complex financial needs, significant investment portfolios, business-created wealth, and an interest in private investments.7

  • LocationMultifamily offices in Atlanta

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  • GuideMultifamily office fees

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Sources

  1. Nicholas Hoffman & Company
  2. Our Team ; [Form ADV Brochure](https://nhoffmanandco.com/wp-content/uploads/2026/03/20260317.NHCO_.ADV_.CompleteBrochure.pdf); [SEC Firm Summary](https://adviserinfo.sec.gov/firm/summary/144516)
  3. Our Team
  4. Our Team
  5. Who We Serve ; [Nicholas Hoffman & Company](https://nhoffmanandco.com/)
  6. SEC Form ADV
  7. Who We Serve
  8. Nicholas Hoffman & Company
  9. Who We Serve

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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