Cole William Kliphouse
Investment adviser representative at Nicholas Hoffman & Company, LLC
10 yearsExperience
1 stateRegistered in
$8.3BFirm assets
19 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 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
10 years in the industry.
- Nicholas Hoffman & Company, LLCMay 2022 to now
- Clemson UniversityAug 2020 to May 2022
- Dock Boys of Lake KeoweeAug 2020 to Dec 2021
- University of North GeorgiaMay 2019 to Aug 2020
- Cliffs CommunitiesMay 2017 to May 2019
- South Forsyth High SchoolAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 8145588
- Firm CRD
- 144516