A complete list of active advisors currently associated with Hofkin Capital Management, Inc.

Warmer can help you find a great advisor at Hofkin Capital Management, Inc. or one who fits your needs even better.

Hofkin Capital Management provides discretionary and non‑discretionary investment advisory services and employer‑sponsored retirement plan consulting to individuals, trusts, estates, pension and profit‑sharing plans, religious/charitable organizations, corporations and partnerships. The firm manages roughly $82.8 million in client assets (about $56.97M discretionary and $25.84M non‑discretionary as of October 31, 2025) across approximately 39 client relationships and operates with a three‑advisor team. The firm’s investment process combines a top‑down assessment of global and domestic markets with bottom‑up security selection, using charting, fundamental, technical, cyclical and monetary analysis described in its brochure. Portfolios are managed flexibly with an orientation toward long‑term appreciation, while also using short sales, options and inverse funds; the brochure notes the firm may employ margin borrowing—primarily as a protective or hedging tool rather than for aggressive leverage—and generally holds cash in low‑risk money market funds or U.S. Treasury bills. What is distinctive for a supported firm of this size is the availability of a performance‑based fee option under SEC Rule 205‑3 (typically 13% of cumulative net total return with a high‑watermark and limited to qualified or higher‑net‑worth clients) and the firm’s documented use of borrowing/margin within client accounts to implement hedging and short/inverse strategies. Hofkin Capital is fee‑only, can act as an ERISA 3(38) investment manager for retirement plans, and does not vote client proxies (clients retain voting responsibility), features that differentiate it from many peers.

To learn more about the advisors currently working at Hofkin Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.