Hoff Brothers, Llc
- Regulatory AUM
- $177M
- Discretionary
- $177M
- Clients
- 177
- Avg AUM / client
- $1.0M
- Accounts
- 550
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 124 | $40.5M | 22.8% |
| High net worth individuals | 30 | $78.8M | 44.4% |
| Pension and profit sharing plans | 23 | $58.2M | 32.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Team Wireless 401(k) Plan Gee Papa Enterprises Dba Team Wireless | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel R Hoff | Member | Nov 2016 (10y) | 50% – 75% | |
| Derek Mitchell Taylor Hoff | Managing Member | Nov 2016 (10y) | 50% – 75% | |
| Alexandria Lee Bakka | Chief Compliance Officer | Sep 2020 (6y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Team Wireless 401(k) Plan | Gee Papa Enterprises Dba Team Wireless | 215 | $6.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $37.9M (21% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗