Chad Edward Hoffman
Investment adviser representative at Wcm Investment Management
14 yearsExperience
1 stateRegistered in
$96.8BFirm assets
50 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Wcm Investment ManagementNov 2018 to now
- Kennedy Capital Management, Inc.May 2012 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wcm Investment Management
Legal name: Wcm Investment Management, LLC
$96.8BAssets managed
6,735Clients
7Advisers
50 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3082851
- Firm CRD
- 104702