{"url":"https://nivawealth.com/firms/nicholas-hoffman-and-company-144516","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144516","regulatoryAum":8262465273,"crd":"144516","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7446075","suffix":null,"lastName":"Blakley","firstName":"Carey","middleName":"Stallings"},{"crd":"2239235","suffix":null,"lastName":"BUCK","firstName":"JEFFREY","middleName":"SCOTT"},{"crd":"6869285","suffix":null,"lastName":"Flood","firstName":"Lloyd","middleName":"Bertrand"},{"crd":"1270376","suffix":null,"lastName":"GAMBRELL","firstName":"ALEXANDER","middleName":"CARL"},{"crd":"1513288","suffix":null,"lastName":"HOFFMAN","firstName":"NICHOLAS","middleName":"JOHN"},{"crd":"5425987","suffix":null,"lastName":"JEFFRIES","firstName":"AARON","middleName":"FREDERICK"},{"crd":"8145588","suffix":null,"lastName":"Kliphouse","firstName":"Cole","middleName":"William"},{"crd":"1686747","suffix":null,"lastName":"MARTIN","firstName":"GARY","middleName":"BRADFORD"},{"crd":"1422288","suffix":null,"lastName":"QUARLES","firstName":"ELEANOR","middleName":"DIANE"},{"crd":"8047723","suffix":null,"lastName":"Quintana Guzman","firstName":"Brian","middleName":"Camilo"},{"crd":"7888895","suffix":null,"lastName":"Silva Novelo","firstName":"Nirvanna","middleName":null},{"crd":"5389633","suffix":null,"lastName":"SIMONDS","firstName":"CAMERON","middleName":"ROSS"},{"crd":"5024082","suffix":null,"lastName":"WOOD","firstName":"RUSSELL","middleName":"EUGENE"}],"total":13,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-12","regulatoryAum":1383461213,"clients":317,"employees":16,"offices":1},{"filedOn":"2022-07-29","regulatoryAum":5574032469,"clients":359,"employees":19,"offices":1},{"filedOn":"2023-04-03","regulatoryAum":5468094894,"clients":368,"employees":20,"offices":2},{"filedOn":"2024-04-01","regulatoryAum":6681567764,"clients":386,"employees":23,"offices":2},{"filedOn":"2025-03-14","regulatoryAum":7161171861,"clients":394,"employees":23,"offices":3},{"filedOn":"2026-07-10","regulatoryAum":8262465273,"clients":409,"employees":25,"offices":3}],"secFileNumber":"801-68306","legalName":"Nicholas Hoffman & Company, LLC","displayName":"Nicholas Hoffman & Company","slug":"nicholas-hoffman-and-company-144516","website":"https://nhoffmanandco.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/nicholas-hoffman-&-company","founded":null,"organization":"Georgia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"Two Midtown Plaza, 1349 West Peachtree Street St. NW, Suite 1050","city":"Atlanta","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30309-2929"},"tradeNames":[],"registration":{"secApproved":"14 September 2007","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":19608302.448621552,"staff":{"employees":25,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":8262465273,"discretionary":6598763052,"discretionaryAccounts":1642,"nonDiscretionary":1663702221,"nonDiscretionaryAccounts":591,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":114,"regulatoryAum":48991693},{"label":"High-net-worth individuals","clients":285,"regulatoryAum":7774720984},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":25000000},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":3470973},{"label":"Charitable organizations","clients":9,"regulatoryAum":410281623}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.25,"from":0},{"to":3000000,"pct":1,"from":1000000},{"to":5000000,"pct":0.75,"from":3000000},{"to":10000000,"pct":0.5,"from":5000000},{"to":20000000,"pct":0.4,"from":10000000},{"to":null,"pct":0.3,"from":20000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051318","versionId":1051318,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-07-10","documentName":"NICHOLAS HOFFMAN & COMPANY BROCHURE","fee_rate_low":0.3,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office Services","summary":"Family office services are individually negotiated and typically included in the portfolio management fee; 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They include 285 high-net-worth individuals, 114 individual clients and 9 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nicholas Hoffman & Company offer?","answer":"Nicholas Hoffman & Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Nicholas Hoffman & Company charge?","answer":"Nicholas Hoffman & Company charges 0.30%–1.25% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"NICHOLAS HOFFMAN & COMPANY BROCHURE, filed 10 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Nicholas Hoffman & Company use?","answer":"Nicholas Hoffman & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $6.44B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Nicholas Hoffman & Company have?","answer":"Nicholas Hoffman & Company has 13 investment adviser representatives registered with state securities authorities, out of 25 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Nicholas Hoffman & Company invest in?","answer":"At the end of its last fiscal year, Nicholas Hoffman & Company’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 21% pooled vehicles (private funds and similar), 13% exchange-traded equities, 10% state and local bonds, 4% U.S. government and agency bonds, 2% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Investments in Non-Tradable Assets Such As Inter-Family Loans, Personal Investment Properties, and Individual Private Companies. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nicholas Hoffman & Company?","answer":"Nicholas Hoffman & Company’s direct owners are Nicholas Hoffman (50% to 75%) and Nicholas John Hoffman Trust (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nicholas Hoffman & Company get paid?","answer":"Nicholas Hoffman & Company is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Nicholas Hoffman & Company registered with the SEC?","answer":"Yes, Nicholas Hoffman & Company has been registered with the SEC as an investment adviser since 14 September 2007. Its CRD number is 144516 and its SEC file number is 801-68306.","source":"Form ADV Part 1A, Item 1, filed 10 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Nicholas Hoffman & Company?","answer":"Nicholas Hoffman & Company’s main office is at Two Midtown Plaza, 1349 West Peachtree Street St. NW, Suite 1050, Atlanta, GA 30309-2929. Its phone number is 404-815-5050. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}