You're signed outSign in or to get full access.
Nicholas Hoffman & Company, LLC.
Nicholas Hoffman & Company, LLC is a boutique wealth management and investment advisory firm headquartered in Atlanta, GA. Founded in 2007 by Nicholas Hoffman, the firm specializes in crafting bespoke strategies for building and preserving generational wealth for families and individuals. The team consists of approximately 20 employees, including 12 investment professionals, offering services such as portfolio management, financial planning, pension consulting, and selection of third-party advisers. Clients benefit from a shared platform designed for high-net-worth families seeking custom solutions and attentive, relationship-driven service.
Investment Strategy
Nicholas Hoffman & Company, LLC provides bespoke wealth management by focusing on disciplined long-term investment strategies, tailored to each client’s generational wealth goals. The firm emphasizes disciplined analysis, portfolio diversification, and a fiduciary approach, ensuring every decision aligns with each client family's unique financial objectives. Their process is grounded in building strong, lasting relationships, emphasizing mutual respect, integrity, open communication, and offering both discretionary and consultative services. The firm's advisory professionals use extensive experience to deliver personalized, strategic guidance with a focus on sustainable growth and capital preservation.
Latest 13F Filing Activity
Nicholas Hoffman & Company, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 303 equity positions with a total 13F market value of $4B. The fund increased holdings in Vanguard S&P 500 Etf, Vanguard Ftse Developed Markets Etf, Vanguard Mid-cap Etf among other positions. Nicholas Hoffman & Company, LLC. reduced exposure to Intuit Com, Apple Inc. Com, Dollar Tree Inc. Com among others.
Top Holdings
Equity Positions (303)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 18.78% | $726.7M | 1,279,348 | $448.26 | $568.03 | +$192.5M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 17.46% | $675.5M | 11,849,460 | $48.98 | $57.01 | +$185.2M |
I INTU | INTUIT COM | 13.38% | $517.8M | 657,460 | $613.99 | $787.63 | -$267.7M |
V VO | VANGUARD MID-CAP ETF | 7.93% | $306.8M | 1,096,310 | $238.83 | $279.83 | +$84.3M |
V VWO | VANGUARD FTSE EMERGING MARKETS ETF | 7.86% | $304.1M | 6,149,000 | $43.82 | $49.46 | +$80.7M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Research Analyst | Atlanta, GA , United States | |
C Carl Gambrell | Principal | Atlanta, GA , United States | |
 | Senior Analyst | Atlanta, GA , United States | |
 | Research Analyst | Atlanta, GA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more