Advisor at Hoffman Capital Management, LLC
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.
Firm
Hoffman Capital Management, LLC
Location
Centerton, AR
Credentials
Series 65
Industry experience
7 years
Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.
Based on Hoffman Capital Management, LLC
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,000+: 0.50%
Fee-only: Fees based solely on a percentage of assets under management as per tiered schedule; no commissions or other fees.
Centerton, AR
Arkansas
Hoffman Capital Management, LLC
2017 - Present (9 years)
Walmart
2008 - 2017 (9 years)
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