Russell Eugene Wood

Employer firm

Nicholas Hoffman & Company, LLC CRD 144516

$8.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 12/2020
  Sg Financial Advisors, Llc
  Atlanta, GA
• 01/2021 → 03/2023
  Homrich Berg
  Sandy Springs, GA
• 06/2023 → 12/2025
  Wood Family Wealth Advisory, Llc
  Powder Springs, GA
• 01/2026 → Present
  Nicholas Hoffman & Company, Llc
  Atlanta, GA

Previous Registrations

• 2023-07-03 → 2025-12-31
  Wood Family Wealth Advisory, Llc
  Powder Springs, GA
• 2021-11-08 → 2023-03-31
  Hb Wealth
  Sandy Springs, GA
• 2021-01-25 → 2021-11-21
  Homrich Berg
  Sandy Springs, GA
• 2005-09-02 → 2021-01-02
  Sg Financial Advisors, Llc
  Atlanta, GA

Designations

• Certified Financial Planner

Other Names

• Russell E Wood