A complete list of active advisors currently associated with Nicholas Hoffman & Company, LLC
Warmer can help you find a great advisor at Nicholas Hoffman & Company, LLC or one who fits your needs even better.
Nicholas Hoffman & Company provides financial planning, portfolio management, family office services and retirement-plan consulting to individuals — including high‑net‑worth families — as well as trusts, foundations, private funds and estates. The firm offers standalone planning or ongoing advisory relationships delivered on either a discretionary or non‑discretionary basis. NHCO develops individualized Financial Profiles and Investment Plans and typically implements them through mutual funds, ETFs, separate account managers and selected private investments such as private equity, private debt and real estate. The firm manages both individual portfolios and pooled vehicles and, unusually for peers in its category, uses performance‑based fee arrangements for eligible investors in certain private funds. A distinctive feature is NHCO’s role as lead investment sub‑advisor to an affiliated lower‑middle‑market private equity fund that primarily invests in externally managed portfolio funds, where the firm has delegated discretionary authority over sourcing and investment recommendations. NHCO combines that pooled‑vehicle activity with family‑office coordination, separate‑manager oversight, and written policies (including a Code of Ethics) intended to disclose and mitigate allocation and performance‑fee conflicts.
To learn more about the advisors currently working at Nicholas Hoffman & Company, LLC, 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.
You can also browse Nicholas Hoffman & Company, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)