Eric Hoffman
Investment adviser representative at Saxony Capital Management, LLC
15 yearsExperience
1 stateRegistered in
$367.9MFirm assets
18 yearsFirm in business
Are you Eric Hoffman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Saxony Capital Management, LLCAug 2024 to now
- Saxony Securities, Inc.Jun 2024 to now
- Fisher InvestmentsJun 2022 to Apr 2024
- Trinity Wealth SecuritiesNov 2021 to Jun 2022
- Florida Financial Advisors (dba Tristate Financial Advisors)Jul 2021 to Jun 2022
- Temple UniversityAug 2017 to May 2021
- Upper St. Clair School DistrictMay 2011 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Saxony Capital Management, LLC
Legal name: Saxony Capital Management LLC.
$367.9MAssets managed
762Clients
43Advisers
18 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
- 7419238
- Firm CRD
- 122692