NICHOLAS HOFFMAN & COMPANY, LLC
C40
CRD 144516·SEC 801-68306·ATLANTA, GA
AUM
$8.26B
$1B+
Est. Revenue
$82.6M
@ 1% on AUM
Est. EBITDA
$24.8M
@ 30% margin
Est. Deal Value
$198.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $869.9M
'21 · $1.13B
'22 · $5.57B
'23 · $5.57B
'25 · $7.16B
'26 · $8.26B
'20'26
$869.9M → $8.26B▲ +850%
Client mix
| Individuals High Net Worth | 285 |
| Individuals Other | 114 |
| Charitable Organizations | 9 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 7 advisors
'22 · 11 advisors
'23 · 11 advisors
'25 · 13 advisors
'26 · 16 advisors
'20'26
8 advisors → 16 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited