Hoffman Capital Advisors LLC

Hoffman Capital Advisors LLC serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities, providing written financial planning as well as portfolio management to roughly 365 clients with about $185 million in assets under advisement. The firm states it delivers financial plans (fixed or hourly) and manages investment accounts through a wrap fee program, with clients receiving the Part 2A Appendix I Wrap Fee Program Brochure.

The firm describes a multi‑disciplinary investment process that uses charting, cyclical, fundamental, quantitative, modern portfolio theory and technical analysis and implements both long‑term and higher‑risk strategies, including short sales, margin, options, private placements and venture capital investments. HCA offers both discretionary and non‑discretionary management, tailors allocations to client restrictions, and conducts at least quarterly reviews of ongoing accounts.

Noteworthy differences from many peers include operating portfolio management on a wrap‑fee basis and disclosing multiple outside business activities and affiliations — the brochure notes registered‑representative and insurance activities and an affiliation with an accounting firm — with related conflicts documented in client files. The firm also highlights no account minimums and access to a wide range of investment types (including non‑U.S. securities, private placements and venture capital), which is less common for firms in this team category.