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Hoffman Capital Advisors LLC

Headquartered in CRANBERRY TWP, PA

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Firm Information

Hoffman Capital Advisors LLC is a registered investment advisor based in Cranberry Twp, PA. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. They manage approximately $133.49 million in assets for 693 clients. The firm participates in wrap fee programs.

Hoffman Capital Advisors LLC

2009 MACKENZIE WAY

CRANBERRY TWP, PA 16066

$133.49M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

HOFFMAN CAPITAL ADVISORS LLC has a total of 2 branch locations across the country.
location

CRANBERRY TWP, PA

location

Pittsburgh, PA

Advisors at Hoffman Capital Advisors LLC

View All 5 Advisors
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Robert William Feyche

RA

CRANBERRY TWP, PA

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David Lee Smith

RA

CRANBERRY TWP, PA

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Josiah David Hoffman

RA

CRANBERRY TWP, PA

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Michael Robert Reimer

RA

CRANBERRY TWP, PA

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Alex Morgan Feyche

RA

CRANBERRY TWP, PA

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Disclosures

There are no public disclosures for Hoffman Capital Advisors LLC.

Frequently Asked Questions (6)

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