Kira R. Hoffman

RIMROCK CAPITAL MANAGEMENT

IRVINE, CA 92617-3040

Some features on this profile are disabled

CRD#: 8008234

Professional summary

Kira Reese Hoffman, who also goes by Kira Hoffman, is a registered financial advisor currently at RIMROCK CAPITAL MANAGEMENT LLC located in Irvine, California and PIMCO INVESTMENTS LLC located in Newport Beach, California.

Kira is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Kira has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Kira Hoffman

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kira Reese 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®

None

Experience

Current

December 18, 2025 - Present

RIMROCK CAPITAL MANAGEMENT LLC

Office #1: 100 Innovation Drive Suite 200, Irvine, CA 92617-3040

RIA

CRD#: 120410

IRVINE, CA

Current

June 26, 2026 - Present

PIMCO INVESTMENTS LLC

Office #1: 650 Newport Center Dr., Newport Beach, CA 92660

CRD#: 154957

NEWPORT BEACH, CA

Past

April 3, 2025 - June 16, 2026

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

Irvine, CA

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".

RIMROCK CAPITAL MANAGEMENT LLC

CRD#: 120410 / SEC#: 801-65109

RIA

Registered Investment Advisory firm - (1/5/2006 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(12/18/2025)

California
(6/26/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/19/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/3/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/9/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

RIMROCK CAPITAL MANAGEMENT LLC

CRD#: 120410 / SEC#: 801-65109

RIA

Registered Investment Advisory firm - (1/5/2006 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

100 Innovation Drive Suite 200, Irvine, CA 92617-3040

Mailing Address

Phone number

(949) 381-7800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

RIMROCK CAPITAL MANAGEMENT LLC ADV BROCHURE (3/5/2026)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 3,851,562,308

Red Flags

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.

Similar Advisors

Mark Rylance

RS CRUM INC.

IAR

NEWPORT BEACH, CA

Ryan Gallo

LPL FINANCIAL LLC

IAR

FULLERTON, CA

Barton Pearce

PARK AVENUE SECURITIES LLC

IAR

Irvine, CA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kira R. Hoffman

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kira Reese Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIMROCK CAPITAL MANAGEMENT LLC

PIMCO INVESTMENTS LLC

FORESIDE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

RIMROCK CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/19/2025

Series 7TO

Date: 4/3/2025

SIE

Date: 12/9/2024

FINRA

Current Firm

RIMROCK CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIMROCK CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors