Karl Hoffman
Advisor at The Pursuit, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Karl Hoffman is the sole advisor at The Pursuit, Inc., holding a Series 65 designation with 21 years of industry experience. He has been with The Pursuit, Inc. since 2016, based in Washington, DC. The Pursuit, Inc. provides discretionary portfolio management and investment counsel to individuals, trusts, small business pension plans, and other retirement plans, managing approximately $7.3 million in client assets. The firm emphasizes direct ownership of individual equities and fixed income, focusing on mid- and large-cap companies, U.S. Treasuries, and high-quality municipal bonds, constructing balanced portfolios tailored to client-specific factors.
Fee options
$0 - $1,000,000: 1.00% per year $1,000,001 - $5,000,000: 0.75% per year $5,000,001 - $15,000,000: 0.50% per year $15,000,001+: 0.25% per year
Location
Washington, DC
Most active in
Karl H has reported serving >5 clients in these states in the last 12 months.
District of Columbia
Work history
The Pursuit, Inc.
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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