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Russell Eugene Wood

Investment adviser representative at Nicholas Hoffman & Company, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Nicholas Hoffman & Company, LLCJan 2026 to now
  2. Wood Family Wealth Advisory, LLCJun 2023 to Dec 2025
  3. Homrich BergJan 2021 to Mar 2023
  4. Sg Financial Advisors, LLCAug 2005 to Dec 2020

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (GA).

Nicholas Hoffman & Company, LLC

$8.3BAssets managed
409Clients
13Advisers
19 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
5024082
Firm CRD
144516
Advisor's SEC record (opens in a new tab)
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