Gary
Martin

Nicholas Hoffman & Company, LLC

CRD#1686747
Investment Advisor
in Atlanta, GA

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About this Advisor

Gary Martin is a financial advisor working out of Atlanta, Georgia who has 14 years of industry experience. Martin is an employee of Nicholas Hoffman & Company, LLC. They have spent the entirety of their time as a financial advisor at Nicholas Hoffman & Company, Llc. Martin has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia and Texas. Nicholas Hoffman & Company, LLC is a registered investment business operating out of Atlanta, GA. It has a total of 20 employees. It administers $6 billion in assets under management between its 2,031 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 2,031 accounts, 67% are held by high-net-worth investors who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. Fee types charged by Nicholas Hoffman & Company, LLC likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1355 Peachtree Street Suite 1450
Atlanta, GA 30309

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Nicholas Hoffman & Company, LLC Brokerage Details

Total Assets Under Management

$5,468,094,894

GA Average: $3,570,121,308
Total Number of Employees

20

GA Average: 58
Total Number of Accounts

2,031

GA Average: 1,608
Average Account Size

$2,692,317

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Gary Martin Work History

Gary has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Nicholas Hoffman & Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nicholas Hoffman & Company, LLC

Carey Blakley
Atlanta, GA
Jeffrey Buck
Atlanta, GA
Cameron Simonds
Atlanta, GA
Michael Masters
Atlanta, GA
Gary Martin
Atlanta, GA
Alexander Gambrell
Atlanta, GA
Caroline Mcinerney
Atlanta, GA
Eleanor Quarles
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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