Mark Hoffman has been Managing Member and Chief Executive Officer of Lanier Asset Management since July 2009, is a control person of the firm and directly owns 75% or more of it.
Lanier Asset Management, LLC is a Louisville, KY firm with $142M under management, 103 clients and 1 adviser in one office, as of its May 2026 filing.
Mark Hoffman’s longest registration was 1 year at Lanier Asset Management, LLC (2025–2026).
- Onepoint BFG Wealth PartnersAlso current– present · under a yearAtlanta, GA · Adviser representative · Firm CRD 318366
Investment adviser representative registrations
Mark Hoffman is registered as an investment adviser representative in Georgia, since September 2026.
- GeorgiaSince 3 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Robert Hoffman
- CRD
- 5689326
- Firm
- Lanier Asset Management · CRD 150888
- Role
- Managing Member and Chief Executive Officer
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Hoffman work?
Mark Hoffman has been Managing Member and Chief Executive Officer of Lanier Asset Management, LLC since July 2009, and is a control person of the firm.
Is Mark Hoffman a financial advisor?
Yes. Mark Hoffman has a current investment-adviser registration in Georgia.
How many years of experience does Mark Hoffman have?
Mark Hoffman has 1 year in the financial industry, since September 2025, across 2 adviser firms.
What exams has Mark Hoffman passed?
Mark Hoffman passed the Series 65 in September 2025.
Where was Mark Hoffman previously registered as an investment adviser?
Mark Hoffman has past investment-adviser registrations through Lanier Asset Management, LLC, September 2025 to October 2026, across 2 firms.
Is Mark Hoffman registered with FINRA?
No. Mark Hoffman has no current broker registration.
How can I verify Mark Hoffman’s record?
Search CRD 5689326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Hoffman’s full registration record.