RIA Intel›Advisers›Ohio›HOFFMAN INVESTMENT SERVICES, LLC

HOFFMAN INVESTMENT SERVICES, LLC

Advisory

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$686K

across 59 accounts

AUM per adviser

$41M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$41M

Discretionary %

100%

Clients

37

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

WELL SPENT LLC

$40M

THE ZAR FUND GROUP, LLC

CINCINNATI, OH

$41M

-61.7% 1Y

TENACITY PRIVATE WEALTH LLC

$41M

SUSSEX INVESTMENTS, LTD.

BEACHWOOD, OH

$40M

-7.2% 1Y

GATEWAY FINANCIAL, LLC

NORTHFIELD, OH

$41M

HUFF WEALTH MANAGEMENT LLC

$41M

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