Josiah Hoffman has been Owner/Chief Compliance Officer of Hoffman Capital Advisors since October 2022, is a control person of the firm and directly owns 75% or more of it. Josiah Hoffman holds a Pre-med degree in molecular biology from Grove City College.
Hoffman Capital Advisors LLC is a Cranberry TWP, PA firm with $185M under management, 370 clients and 7 advisers across 2 offices, as of its February 2026 filing.
Josiah D. Hoffman is President, Wealth Manager and Chief Compliance Officer of Hoffman Capital Advisors. He leads the Hoffman Capital team with a focus on financial planning and asset management. He has worked with Merrill Lynch, Metlife Securities and Hefren-Tillotson, and advises high net worth individuals, families and businesses.
Josiah Hoffman’s longest registration is the current one, 9 years at Hoffman Capital Advisors since 2017. Before joining Hoffman Capital Advisors in 2017, Josiah Hoffman was registered through Hefren-Tillotson, Inc. and Metlife Securities Inc.
- Hoffman Capital Advisors LLCCurrent– present · 9 yearsCranberry TWP, PA · Adviser representative · Firm CRD 287766
- Hefren-Tillotson, Inc.– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 53
- Metlife Securities Inc.– · 6 yearsPittsburgh, PA · Adviser representative · Firm CRD 14251
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearNew Kensington, PA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Hoffman Capital Advisors
- FSCP
- LUTCF
Investment adviser representative registrations
Josiah Hoffman is registered as an investment adviser representative in Pennsylvania, since June 2017.
- PennsylvaniaSince 8 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 13 August 2018 |
| Series 66 | Uniform Combined State Law Examination | 3 November 2008 |
| Series 7 | General Securities Representative Examination | 10 October 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Josiah David Hoffman
- CRD
- 5572382
- Firm
- Hoffman Capital Advisors · CRD 287766
- Role
- Owner/Chief Compliance Officer
- Office
- 1659 RT 228, SUITE 5, Cranberry TWP, PA 16066
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hoffman-capital.com
Where does Josiah Hoffman work?
Josiah Hoffman has been Owner/Chief Compliance Officer of Hoffman Capital Advisors LLC since October 2022, and is a control person of the firm.
Is Josiah Hoffman a financial advisor?
Yes. Josiah Hoffman has a current investment-adviser registration in Pennsylvania, through Hoffman Capital Advisors since June 2017.
How many years of experience does Josiah Hoffman have?
Josiah Hoffman has 17 years in the financial industry, since April 2009, across 4 adviser firms.
What exams has Josiah Hoffman passed?
Josiah Hoffman has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in October 2008. FINRA credited Josiah Hoffman with the SIE, which began in October 2018.
Where did Josiah Hoffman work before Hoffman Capital Advisors?
Before Hoffman Capital Advisors, Josiah Hoffman was registered through Metlife Securities Inc., September 2009 to July 2016; Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2008 to February 2009.
Where is Josiah Hoffman based?
Josiah Hoffman’s registered office is in Cranberry TWP, PA.
Is Josiah Hoffman registered with FINRA?
Yes. Josiah Hoffman has a current broker registration, under CRD 5572382.
Source: FINRA BrokerCheck
How can I verify Josiah Hoffman’s record?
Search CRD 5572382 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Josiah Hoffman’s full registration record.