Mark Robert Hoffman

Current Employers

Employment History

• 08/2009 → Present
  Lanier Asset Management, Llc
  Louisville, KY
• 09/2025 → Present
  Lanier Asset Management, Llc
  Louisville, KY
• 08/2026 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Atlanta, GA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-04