David Lee Smith
Investment adviser representative at Hoffman Capital Advisors LLC
30 yearsExperience
1 stateRegistered in
$185.4MFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Hoffman Capital Advisors LLCDec 2017 to now
- Newedge Securities LLCDec 2017 to now
- Riverstone Wealth Management LLCDec 2017 to Nov 2022
- Hefren-tillotson, Inc.Dec 2000 to Dec 2017
- Creese, Smith & Co, LLCNov 1992 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hoffman Capital Advisors LLC
$185.4MAssets managed
370Clients
6Advisers
7 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
- 4326505
- Firm CRD
- 287766