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Mark Robert Hoffman

ONEPOINT BFG WEALTH PARTNERS
Atlanta, GA
·CRD# 5689326·1 year experience

Professional Summary

Mark Robert Hoffman is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Atlanta, Georgia. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mark has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

ONEPOINT BFG WEALTH PARTNERS·CRD# 318366
RIA
3715 Northside Parkway, Building 300 Suite 700, Atlanta, GA 30327
September 3, 2026 - Present
LANIER ASSET MANAGEMENT, LLC·CRD# 150888
RIA
Louisville, KY
September 4, 2025 - October 20, 2026

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Current Firm

OB
ONEPOINT BFG WEALTH PARTNERS

AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP | BAST FINANCIAL GROUP | ARMSTRONG & SINOFF FINANCIAL

CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - SEC (2/14/2022 Approved)

Contact Information

Main Address

300 Kimball Drive Suite 310, Parsippany, NJ 07054

Phone Number

(973) 575-4180

# of Employees

205

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLEAKLEY FINANCIAL GROUP AMENDED PART 2A (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

28,204

AUM (Assets Under Management)

$15,127,499,616

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Lanier Asset Management, LLC, Investment-related, At registered location, RIA, Investment Advisor Representative, Start Date: 08/2009, 160 hours/month, 160 hours/month during trading hours, Provide advice to clients. 2. Lanier Four Charters Fund, LLC, Investment-related, 2321 Lime Kiln Lane, Suite D, Louisville, KY, 40222, Investment Fund, Managing Member, Start Date: 2021, 1 hour/month, 1 hour/month during trading hours, Manage communication with investors on project operational and financial progress, manage distribution of funds to investors as they are paid out by the projects, coordinate tax preparation and distribution of tax documents to investors for fund's investments in the development and construction of Assisted Living and Memory Care communities in Kentucky, Michigan, and Tennessee. 3. Lanier Bridgepointe Gardens Fund, LLC, Investment-related, 2321 Lime Kiln Lane, Suite D, Louisville, KY, 40222, Investment Fund, Managing Member, Start Date: 2020, 1 hour/month, 1 hour/month during trading hours, Manage communication with investors on project operational and financial progress, manage distribution of funds to investors as they are paid out by the projects, coordinate tax preparation and distribution of tax documents to investors for fund's investments in the development and construction of an Assisted Living and Memory Care property in Indiana. 4. Lanier Avalon Fund, LLC, Investment-related, 2321 Lime Kiln Lane, Suite D, Louisville, KY, 40222, Investment Fund, Managing Member, Start Date: 2020, 1 hour/month, 1 hour/month during trading hours, Manage communication with investors on project operational and financial progress, manage distribution of funds to investors as they are paid out by the projects, coordinate tax preparation and distribution of tax documents to investors for fund's investments in the development and construction of an Assisted Living and Memory Care property in Indiana.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OB
ONEPOINT BFG WEALTH PARTNERS

AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP | BAST FINANCIAL GROUP | ARMSTRONG & SINOFF FINANCIAL

CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - SEC (2/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(9/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Hoffman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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