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Thursday, October 22, 2026The Morning Brief →Sign in
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Advisor move

Mark Hoffman

Lanier Asset Management → OnePoint BFG Wealth Partners

Reported

What changed

Joined OnePoint BFG's Atlanta office from Lanier Asset Management; had $150 million in AUM as of June 30.

Reported / discovered
Oct 1, 2026
Effective
Not reported
New role
Adviser
Previous role
Not reported
Market
Atlanta, GA
Reported book
$150M
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

PLANADVISER ↗Oct 1, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 5, 2026Source evidence reconciled
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