# Hoffman Capital Advisors LLC

> Hoffman Capital Advisors LLC is an SEC-registered investment advisory firm in Cranberry Twp, PA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 287766
- Filed as: HOFFMAN CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cranberry Twp, PA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287766
- AdvisorCensus page: https://advisorcensus.com/firm/hoffman-capital-advisors-llc-cranberry-twp-pa-287766

## Quick answers

**How is Hoffman Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hoffman Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hoffman Capital Advisors LLC located?**
Hoffman Capital Advisors LLC's principal office is in Cranberry Twp, PA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Hoffman Capital Advisors LLC registered with the SEC or a state?**
Hoffman Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 287766.

**How much does Hoffman Capital Advisors LLC manage?**
Hoffman Capital Advisors LLC reports $185,433,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (91% discretionary).

**How have Hoffman Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Hoffman Capital Advisors LLC: Regulatory assets under management: $246,296,929 in the October 2021 data and $185,433,000 in the October 2026 data, down 25%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hoffman Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (317); high net worth individuals (48); charitable organizations (3).

**Which custodians does Hoffman Capital Advisors LLC use?**
Hoffman Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Mid Atlantic Trust Company and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hoffman Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287766

**Does Hoffman Capital Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "There is no account minimum for any of HCA’s services."

**What changed in Hoffman Capital Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $159,520,733 to $185,433,000 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> There is no account minimum for any of HCA’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Mid Atlantic Trust Company
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $185,433,000
- Discretionary: $169,521,000
- Non-discretionary: $15,912,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 317 | $75,627,690 |
| High net worth individuals | 48 | $100,689,310 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,944,000 |
| Charitable organizations | 3 | $172,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NC, OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Pittsburgh, PA

### Websites listed on Form ADV (Item 1.I)
- hoffman-capital.com
- Facebook @Hoffman-Capital-Advisors-114520994842178

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $246,296,929 | 6 | September 9, 2021 |
| October 2022 | $356,115,000 | 6 | February 16, 2022 |
| October 2023 | $148,200,000 | 6 | April 4, 2023 |
| October 2024 | $133,491,000 | 6 | February 26, 2024 |
| October 2025 | $159,520,733 | 6 | May 1, 2025 |
| October 2026 | $185,433,000 | 7 | February 25, 2026 |

Regulatory assets under management: $246,296,929 in the October 2021 data and $185,433,000 in the October 2026 data, down 25%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $159,520,733 to $185,433,000 (+16%).

### December 2025
- Employees performing advisory functions went from 6 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hoffman Capital Advisors LLC (CRD 287766): Form ADV filing data as of October 2026.