Atlanta, GA Peachtree Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Nicholas Hoffman & Company, LLC
Multi-team
Firm-wide stats for Nicholas Hoffman & Company, LLC
Clients per advisor
31 Very LowAvg AUM per client
$19,608,302 Very HighHNW client ratio
71% Very HighAbout
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.
Based on Nicholas Hoffman & Company, LLC
Expertise
Based on Nicholas Hoffman & Company, LLC
Location
1355 Peachtree Street, Suite 1450
Atlanta GA 30309
Advisors at this office
4
Advisors at this office
Cameron S
Series 66
Atlanta, GA
Nicholas Hoffman & Company, LLC
Cameron Simonds is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA. He holds a Series 66 designation and has 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2013. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized investment plans using mutual funds, ETFs, separate account managers, and selected private investments, and manages both individual and pooled portfolios with performance-based fee arrangements for certain private funds.
Gary M
CFA®, Series 63, Series 65
Atlanta, GA
Nicholas Hoffman & Company, LLC
Gary Martin is a CFA® charterholder with 23 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2009. The firm 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. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, typically implementing them through mutual funds, ETFs, separate account managers, and selected private investments, while also serving as lead investment sub-advisor to an affiliated lower-middle-market private equity fund.
Nicholas H
Series 63, Series 65
Atlanta, GA
Nicholas Hoffman & Company, LLC
Nicholas Hoffman is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2007. Outside of his advisory role, he serves in a non-paid, non-voting leadership capacity with Investments Unlimited, LLC, a local investment group focused on collaborative investing activities. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, including private equity and private debt, and offers performance-based fee arrangements for eligible private fund investors.
Eleanor Q
Series 63, Series 65
Atlanta, GA
Nicholas Hoffman & Company, LLC
Eleanor Quarles is a financial advisor at Nicholas Hoffman & Company, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 2007. 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 customized investment solutions and manages both individual portfolios and pooled vehicles, using performance-based fee arrangements for certain private funds.
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