Hoffman Capital Advisors LLC
SEC RegisteredConfidence In Stability and confidence for your Time, Talent and Treasure.
About the firm
Hoffman Capital Advisors LLC is a registered investment advisor firm providing advice and fiduciary services in Western PA and throughout the country. They work with families, individuals, companies, and non-profits through financial planning and asset management, and manage over one hundred eighty million dollars in client assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, asset management, tax planning, business planning, retirement planning, estate planning, legacy planning, charitable giving, insurance review and analysis, long term care planning, budgeting, saving strategies, investing, and selling a business. Also supports independent advisors with compliance and technology navigation.
Who they serve
Families, Individuals, Companies and Non-Profits, as well as teams of advisors who desire independence; specifically those that don't have the time, desire, or resources to manage their own financial planning and asset management.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.75% |
| $2,000,001 - $10,000,000 | 0.50% |
| $10,000,001 and up | 0.25% |
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hoffman Capital Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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