Hoffman Capital Advisors LLC
Hoffman Capital Advisors LLC is an SEC-registered mass-market adviser in Cranberry Twp, PA with $185.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Hoffman Capital Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287766, SEC 801-114896, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $185.4M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Cranberry Twp, PA
- Employees
- 7
- Clients
- 370
- CRD
- 287766
- Ownership
- HOFFMAN, JOSIAH, DAVID; CREESE, WESLEY, WILLIAM
How much AUM does Hoffman Capital Advisors LLC have?
Hoffman Capital Advisors LLC reported $185.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Hoffman Capital Advisors LLC?
Disclosed owners and executives of Hoffman Capital Advisors LLC include HOFFMAN, JOSIAH, DAVID, CREESE, WESLEY, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.