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Firm profile

Nicholas Hoffman & Company, LLC

ATLANTA, GACRD 144516Latest ADV March 17, 2026

Nicholas Hoffman & Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 17, 2026, reports $8.3B in regulatory assets under management, 26 employees, 2 offices, and 2,233 accounts.

Assets Under Management
$8.3B
Employees
26
Offices
2 offices
Total Clients
409
Primary office
ATLANTA, GA
TWO MIDTOWN PLAZA, 1349 WEST PEACHTREE STREET ST. NW, SUITE 1050, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORichard N. Rushton
COORichard N. Rushton

Advisory services offered

7 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 69.7% of total clients.
Top client categories% of clientsClients
1
HNWI
69.7%
285
2
Individuals
27.9%
114
3
Charitable
2.2%
9
4
Pooled Investment Vehicles
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.3Bas of March 17, 2026
Discretionary79.9%
$6.6B
80% of total RAUM79.9%
Non-discretionary20.1%
$1.7B
20% of total RAUM20.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$8.3B
Total Accounts2,233
10Y AUM Change+$7.7B (+1278.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees26
Clients per Employee16:1
10Y Employee Change+14 (+116.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.