Charles Hoffman, Jr., CRPC®

Charles is a Private Advisor and Senior Vice President with Adapt Partners within the Rockefeller Global Family Office in San Antonio Texas. He joined Rockefeller Capital Management in 2021 and has over 27 years of experience providing investment management, retirement planning and advice to high-net-worth clients across the US. Charles graduated with a B.S. degree in Business from Louisiana Tech University in 1981 and began his career in the financial industry in 1996. He holds Series 7, 63, and 65 registrations in 13 states. He also holds Life, Annuity and Long-Term Care Insurance licenses, and has been certified by the College for Financial Planning as a Chartered Retirement Planning Counselor -CRPC ®. Charles has four daughters and lives with his wife in San Antonio.

Adapt Partners was named to Forbes Best-In-State Top Wealth Management Teams list for 2024.  

The Forbes Best-In-State Top Teams rankings discussed above were designated in January 2024 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.