Hoffman Capital Advisors Llc
- Regulatory AUM
- $185M
- Discretionary
- $170M
- Clients
- 370
- Avg AUM / client
- $501K
- Accounts
- 754
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 317 | $75.6M | 40.8% |
| High net worth individuals | 48 | $101M | 54.3% |
| Pension and profit sharing plans | 2 | $8.9M | 4.82% |
| Charitable organizations | 3 | $172K | 0.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pluto Corporation Profit Sharing Plan Ahf Industries, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Josiah David Hoffman | Owner/Chief Compliance Officer | Jun 2017 (9y) | 75% or more | |
| David Lee Smith | Registered representative | Feb 2018 (8y) | ||
| Alex Morgan Feyche | Registered representative | Jan 2020 (7y) | ||
| Robert William Feyche | Registered representative | Jan 2020 (7y) | ||
| Michael Robert Reimer | Registered representative | Jan 2023 (4y) | ||
| Derek D. Finney | Registered representative | CFP | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pluto Corporation Profit Sharing Plan | Ahf Industries, Inc. | 150 | $2.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 955 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $156M (84% of AUM) Feb 2026
- Mid Atlantic Capital Corporation $27.1M (11% of AUM) Oct 2021
- Newedge Securities, Inc. $27.1M (11% of AUM) Feb 2022
- Charles Schwab & Co. $12.1M (7% of AUM) Feb 2026
- Mid Atlantic Trust Company $8.0M (4% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗