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RIA / WealthAdvisorCertified Financial Planner21 years in industry

RUSSELL EUGENE WOOD

Advisor at NICHOLAS HOFFMAN & COMPANY, LLC

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c5c8ac9-30a7-7f73-15a5-435b28d0d4fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 2, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NICHOLAS HOFFMAN & COMPANY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Sep 2, 2005
Dual registered: no
Other names: RUSSELL E WOOD
IAPD individual key: 5024082

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NICHOLAS HOFFMAN & COMPANY, LLC	Independent wealth	Jan 28, 2026	n/a	yes	ATLANTA, GA	Current employment
WOOD FAMILY WEALTH ADVISORY, LLC	n/a	Jul 3, 2023	Dec 31, 2025	no	POWDER SPRINGS, GA	Previous registration
HB WEALTH	Independent wealth	Nov 8, 2021	Mar 31, 2023	no	Sandy Springs, GA	Previous registration
HOMRICH BERG	Former SEC adviser	Jan 25, 2021	Nov 21, 2021	no	Sandy Springs, GA	Previous registration
SG FINANCIAL ADVISORS, LLC	Former SEC adviser	Sep 2, 2005	Jan 2, 2021	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOOD FAMILY WEALTH ADVISORY, LLC	NICHOLAS HOFFMAN & COMPANY, LLC	Dec 31, 2025	Jan 28, 2026	28	Firm change	Other
HB WEALTH	WOOD FAMILY WEALTH ADVISORY, LLC	Mar 31, 2023	Jul 3, 2023	94	Firm change	Other
HOMRICH BERG	HB WEALTH	Nov 21, 2021	Nov 8, 2021	-13	Bulk transfer	RIA to RIA
SG FINANCIAL ADVISORS, LLC	HOMRICH BERG	Jan 2, 2021	Jan 25, 2021	23	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133824:108189:GA:2021-01-02	Jan 2, 2021	Jan 25, 2021	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ NICHOLAS HOFFMAN & COMPANY, LLCRegistered adviserregistration: current employment
Jan 28, 2026 to presentfactForm ADV
→ WOOD FAMILY WEALTH ADVISORY, LLCRegistered adviserregistration: previous registration
Jul 3, 2023 to Dec 31, 2025factForm ADV
→ HB WEALTHRegistered adviserregistration: previous registration
Nov 8, 2021 to Mar 31, 2023factForm ADV
→ HOMRICH BERGRegistered adviserregistration: previous registration
Jan 25, 2021 to Nov 21, 2021factForm ADV
→ SG FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 2, 2005 to Jan 2, 2021factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Russell Eugene Wood left Wood Family Wealth Advisory, Llc for Nicholas Hoffman & Company, Llc (registered 2026-01-28)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Russell Eugene Wood left Hb Wealth for Wood Family Wealth Advisory, Llc (registered 2023-07-03)
Form ADVobserved 4 days ago