NICHOLAS HOFFMAN & COMPANY, LLC
CRD #144516 SEC #801-68306 ATLANTA, GA 404-815-5050
SEC Registered
Total AUM
$7.2B
Discretionary
$5.8B
Employees
23
Clients
0
Accounts
2,215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $7.2B | $5.8B | $1.3B | 23 | 0 |
| Aug 2025 | $7.2B | $5.8B | $1.3B | 23 | 0 |
| Aug 2025 | $7.2B | $5.8B | $1.3B | 23 | 0 |
| Mar 2025 | $7.2B | $5.8B | $1.3B | 23 | 0 |
| Nov 2024 | $6.7B | $5.9B | $818.3M | 23 | 0 |
| Aug 2024 | $6.7B | $5.9B | $818.3M | 23 | 0 |
| Aug 2024 | $6.7B | $5.9B | $818.3M | 23 | 0 |
| Apr 2024 | $6.7B | $5.9B | $818.3M | 23 | 0 |
| Mar 2024 | $6.7B | $5.9B | $818.3M | 23 | 0 |
| Jan 2024 | $5.5B | $4.9B | $596.3M | 20 | 0 |
| Apr 2023 | $5.5B | $4.9B | $596.3M | 20 | 0 |
| Mar 2023 | $5.5B | $4.9B | $596.3M | 20 | 0 |
| Feb 2023 | $5.5B | $4.9B | $596.3M | 20 | 0 |
| Jul 2022 | $5.6B | $5.1B | $447.5M | 19 | 0 |
| Feb 2022 | $5.6B | $5.1B | $447.5M | 19 | 0 |
| Feb 2021 | $1.4B | $1B | $380.8M | 16 | 0 |
| Feb 2021 | $1.4B | $1B | $380.8M | 16 | 0 |
| Oct 2020 | $1.1B | $788.9M | $337.3M | 16 | 0 |
| Aug 2020 | $1.1B | $788.9M | $337.3M | 16 | 0 |
| Jun 2020 | $1.1B | $788.9M | $337.3M | 16 | 0 |
| Feb 2020 | $1.1B | $788.9M | $337.3M | 16 | 0 |
| Dec 2019 | $869.9M | $506.2M | $363.7M | 16 | 1 |
| Jun 2019 | $869.9M | $506.2M | $363.7M | 16 | 1 |
| Feb 2019 | $869.9M | $506.2M | $363.7M | 16 | 1 |
| Aug 2018 | $793.6M | $514.5M | $279.1M | 15 | 1 |
| Feb 2018 | $793.6M | $514.5M | $279.1M | 15 | 1 |
| Nov 2017 | $599.5M | $451.6M | $148M | 12 | 0 |
| Aug 2017 | $599.5M | $451.6M | $148M | 12 | 200 |
| Feb 2017 | $599.5M | $451.6M | $148M | 12 | 200 |
| Mar 2016 | $488M | $353.2M | $134.8M | 11 | 200 |
| Mar 2016 | $488M | $353.2M | $134.8M | 11 | 200 |
| Jan 2016 | $442.2M | $427.9M | $14.3M | 11 | 200 |
| Nov 2015 | $442.2M | $427.9M | $14.3M | 11 | 200 |
| Jul 2015 | $442.2M | $427.9M | $14.3M | 11 | 200 |
| Mar 2015 | $442.2M | $427.9M | $14.3M | 11 | 200 |
| Jan 2015 | $345.4M | $331.7M | $13.7M | 9 | 200 |
| Dec 2014 | $345.4M | $331.7M | $13.7M | 9 | 200 |
| Nov 2014 | $345.4M | $331.7M | $13.7M | 9 | 200 |
| Oct 2014 | $345.4M | $331.7M | $13.7M | 9 | 200 |
| Sep 2014 | $345.4M | $331.7M | $13.7M | 8 | 200 |
| Aug 2014 | $345.4M | $331.7M | $13.7M | 8 | 200 |
| Apr 2014 | $345.4M | $331.7M | $13.7M | 9 | 200 |
| Mar 2014 | $345.4M | $331.7M | $13.7M | 9 | 200 |
| Jan 2014 | $264.4M | $257M | $7.4M | 8 | 142 |
| Feb 2013 | $264.4M | $257M | $7.4M | 8 | 142 |
| Jul 2012 | $225.2M | $221.3M | $3.9M | 1 | 134 |
| Mar 2012 | $225.2M | $221.3M | $3.9M | 1 | 134 |
| Jan 2011 | $155.5M | $153.1M | $2.4M | 5 | -- |
| Mar 2010 | $155.5M | $153.1M | $2.4M | 5 | -- |
| Mar 2008 | $168.6M | $161.8M | $6.8M | 5 | -- |
| Dec 2007 | $161.4M | $154.4M | $6.9M | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$7.2B
Discretionary$5.8B
Non-Disc.$1.3B
Employees23
Clients0
DateAug 2025
Total AUM$7.2B
Discretionary$5.8B
Non-Disc.$1.3B
Employees23
Clients0
DateAug 2025
Total AUM$7.2B
Discretionary$5.8B
Non-Disc.$1.3B
Employees23
Clients0
DateMar 2025
Total AUM$7.2B
Discretionary$5.8B
Non-Disc.$1.3B
Employees23
Clients0
DateNov 2024
Total AUM$6.7B
Discretionary$5.9B
Non-Disc.$818.3M
Employees23
Clients0
DateAug 2024
Total AUM$6.7B
Discretionary$5.9B
Non-Disc.$818.3M
Employees23
Clients0
DateAug 2024
Total AUM$6.7B
Discretionary$5.9B
Non-Disc.$818.3M
Employees23
Clients0
DateApr 2024
Total AUM$6.7B
Discretionary$5.9B
Non-Disc.$818.3M
Employees23
Clients0
DateMar 2024
Total AUM$6.7B
Discretionary$5.9B
Non-Disc.$818.3M
Employees23
Clients0
DateJan 2024
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$596.3M
Employees20
Clients0
DateApr 2023
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$596.3M
Employees20
Clients0
DateMar 2023
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$596.3M
Employees20
Clients0
DateFeb 2023
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$596.3M
Employees20
Clients0
DateJul 2022
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$447.5M
Employees19
Clients0
DateFeb 2022
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$447.5M
Employees19
Clients0
DateFeb 2021
Total AUM$1.4B
Discretionary$1B
Non-Disc.$380.8M
Employees16
Clients0
DateFeb 2021
Total AUM$1.4B
Discretionary$1B
Non-Disc.$380.8M
Employees16
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$788.9M
Non-Disc.$337.3M
Employees16
Clients0
DateAug 2020
Total AUM$1.1B
Discretionary$788.9M
Non-Disc.$337.3M
Employees16
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$788.9M
Non-Disc.$337.3M
Employees16
Clients0
DateFeb 2020
Total AUM$1.1B
Discretionary$788.9M
Non-Disc.$337.3M
Employees16
Clients0
DateDec 2019
Total AUM$869.9M
Discretionary$506.2M
Non-Disc.$363.7M
Employees16
Clients1
DateJun 2019
Total AUM$869.9M
Discretionary$506.2M
Non-Disc.$363.7M
Employees16
Clients1
DateFeb 2019
Total AUM$869.9M
Discretionary$506.2M
Non-Disc.$363.7M
Employees16
Clients1
DateAug 2018
Total AUM$793.6M
Discretionary$514.5M
Non-Disc.$279.1M
Employees15
Clients1
DateFeb 2018
Total AUM$793.6M
Discretionary$514.5M
Non-Disc.$279.1M
Employees15
Clients1
DateNov 2017
Total AUM$599.5M
Discretionary$451.6M
Non-Disc.$148M
Employees12
Clients0
DateAug 2017
Total AUM$599.5M
Discretionary$451.6M
Non-Disc.$148M
Employees12
Clients200
DateFeb 2017
Total AUM$599.5M
Discretionary$451.6M
Non-Disc.$148M
Employees12
Clients200
DateMar 2016
Total AUM$488M
Discretionary$353.2M
Non-Disc.$134.8M
Employees11
Clients200
DateMar 2016
Total AUM$488M
Discretionary$353.2M
Non-Disc.$134.8M
Employees11
Clients200
DateJan 2016
Total AUM$442.2M
Discretionary$427.9M
Non-Disc.$14.3M
Employees11
Clients200
DateNov 2015
Total AUM$442.2M
Discretionary$427.9M
Non-Disc.$14.3M
Employees11
Clients200
DateJul 2015
Total AUM$442.2M
Discretionary$427.9M
Non-Disc.$14.3M
Employees11
Clients200
DateMar 2015
Total AUM$442.2M
Discretionary$427.9M
Non-Disc.$14.3M
Employees11
Clients200
DateJan 2015
Total AUM$345.4M
Discretionary$331.7M
Non-Disc.$13.7M
Employees9
Clients200
DateDec 2014
Total AUM$345.4M
Discretionary$331.7M
Non-Disc.$13.7M
Employees9
Clients200
DateNov 2014
Total AUM$345.4M
Discretionary$331.7M
Non-Disc.$13.7M
Employees9
Clients200
DateOct 2014
Total AUM$345.4M
Discretionary$331.7M
Non-Disc.$13.7M
Employees9
Clients200
DateSep 2014
Total AUM$345.4M
Discretionary$331.7M
Non-Disc.$13.7M
Employees8
Clients200
DateAug 2014
Total AUM$345.4M
Discretionary$331.7M
Non-Disc.$13.7M
Employees8
Clients200
DateApr 2014
Total AUM$345.4M
Discretionary$331.7M
Non-Disc.$13.7M
Employees9
Clients200
DateMar 2014
Total AUM$345.4M
Discretionary$331.7M
Non-Disc.$13.7M
Employees9
Clients200
DateJan 2014
Total AUM$264.4M
Discretionary$257M
Non-Disc.$7.4M
Employees8
Clients142
DateFeb 2013
Total AUM$264.4M
Discretionary$257M
Non-Disc.$7.4M
Employees8
Clients142
DateJul 2012
Total AUM$225.2M
Discretionary$221.3M
Non-Disc.$3.9M
Employees1
Clients134
DateMar 2012
Total AUM$225.2M
Discretionary$221.3M
Non-Disc.$3.9M
Employees1
Clients134
DateJan 2011
Total AUM$155.5M
Discretionary$153.1M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2010
Total AUM$155.5M
Discretionary$153.1M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2008
Total AUM$168.6M
Discretionary$161.8M
Non-Disc.$6.8M
Employees5
Clients--
DateDec 2007
Total AUM$161.4M
Discretionary$154.4M
Non-Disc.$6.9M
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--