Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
21yrs
Robert Hoffman has worked in the financial industry for 21 years and is a financial advisor based in Columbus, Ohio. After 20 years at Coons Advisors, Robert joined MAI Capital Management in 2025, a firm offering financial planning, investment management, and private fund management. Robert holds the CFA designation.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in Columbus
Office1151 Bethel Road Suite 204-B, Columbus, OH 43220
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.18 million
Advisors at the firm309
States licensed ?1 state
Services through MAI Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Oct 2025 – nowMAI Capital Management, LLCCurrent firm
- 2005 – 2025Coons AdvisorsPreviously
Contact Robert
Local office(614) 918-3500Ask for Robert. (216) 920-4800Main office · Cleveland, OH 1151 Bethel Road Suite 204-BColumbus, OH 43220Office · Get directions Firm websiteHTTPS://WWW.MAISPORTS.COM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (614) 918-3500 or the MAI Capital Management main office at (216) 920-4800, and ask for Robert Hoffman.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 21 years. More experience than 68% of advisors in Columbus.
What licenses does Robert hold?
No exams are listed on the official record.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
MAI Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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