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Mark R. Hoffman
LANIER ASSET MANAGEMENT
LOUISVILLE, KY 40222
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CRD#: 5689326
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Mark Robert HoffmanLANIER ASSET MANAGEMENT
Professional summary
Mark Robert Hoffman is a registered financial advisor currently at LANIER ASSET MANAGEMENT, LLC located in Louisville, Kentucky and 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
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Robert Hoffman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 4, 2025 - Present
LANIER ASSET MANAGEMENT, LLC
Office #1: 2321 Lime Kiln Lane Suite D, Louisville, KY 40222RIA
CRD#: 150888
LOUISVILLE, KY
Current
September 3, 2026 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 3715 Northside Parkway, Building 300 Suite 700, Atlanta, GA 30327RIA
CRD#: 318366
Atlanta, GA
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".
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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
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (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.Highlighted states indicate IAR registrations
IAR
Georgia(9/5/2025)
IAR
Kentucky(9/4/2025)
IAR
North Carolina(1/2/2026)
IAR
Texas(1/2/2026)
Current Firm
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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
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)Loading...
Contact information
Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 575-4180
Established
Firm type
Fiscal year end
# of Employees
176
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
Red Flags
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Company Information
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366Louisville, KY 40222TRUST BUT VERIFY
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