Firm profile

HOFFMAN CAPITAL ADVISORS LLC

CRANBERRY TWP, PACRD 287766Latest ADV February 25, 2026

Hoffman Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cranberry Twp, PA. Its latest Form ADV filing, dated February 25, 2026, reports $185M in regulatory assets under management, 7 employees, 1 office, and 754 accounts.

Assets Under Management
$185M
Employees
7
Offices
1 office
Total Clients
370
Primary office
CRANBERRY TWP, PA
1659 RT 228, SUITE 5, CRANBERRY TWP, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJosiah D. Hoffman

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.7% of total clients.
Top client categories% of clientsClients
1
Individuals
85.7%
317
2
HNWI
13.0%
48
3
Charitable
0.8%
3
4
Pension Plans
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$185Mas of February 25, 2026
Discretionary91.4%
$170M
91% of total RAUM91.4%
Non-discretionary8.6%
$16M
9% of total RAUM8.6%
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$185M
Total Accounts754
10Y AUM Change+$70M (+60.0%)

Employee Growth by Quarter

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

Total Employees7
Clients per Employee53:1
10Y Employee Change+3 (+75.0%)

* 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.