# Hofkin Capital Management, Inc.

> Hofkin Capital Management, Inc. is a state-registered investment advisory firm in Edina, MN, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 110068
- Filed as: HOFKIN CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110068
- AdvisorCensus page: https://advisorcensus.com/firm/hofkin-capital-management-inc-edina-mn-110068

## Quick answers

**How is Hofkin Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hofkin Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hofkin Capital Management, Inc. located?**
Hofkin Capital Management, Inc.'s principal office is in Edina, MN, according to its Form ADV.

**Is Hofkin Capital Management, Inc. registered with the SEC or a state?**
Hofkin Capital Management, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 110068.

**How much does Hofkin Capital Management, Inc. manage?**
Hofkin Capital Management, Inc. reports $87,962,479 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (68% discretionary).

**What types of clients does Hofkin Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (16); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Hofkin Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110068

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $87,962,479
- Discretionary: $60,141,004
- Non-discretionary: $27,821,475

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $9,901,724 |
| High net worth individuals | 16 | $75,413,409 |
| 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) | 1 | $2,647,346 |
| Charitable organizations | 0 | $0 |
| 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)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hofkincapital.com
- LinkedIn @hofkincapital
- LinkedIn @benjamin-hofkin-aa640a12
- LinkedIn @daniel-hofkin-26ab92
- LinkedIn @jason-r-9702575

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hofkin Capital Management, Inc. (CRD 110068): Form ADV filing data as of October 2026.