TAYLOR HOFFMAN CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2020

Total AUM

$470M

Discretionary

$402M

86% of AUM

Avg account

$434K

Accounts

1,082

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 309329
Registered since: June 10, 2020
Website: www.taylorhoffman.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI77.85%
Individuals16.18%
Charitable Organizations3.68%
Pooled Investment Vehicles2.11%
Pension & Profit Sharing Plans0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Taylor Hoffman Capital Management is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2020. The firm serves both individual/family and institutional clients and acts as a capital allocator — managing portfolios directly and selecting outside managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. The firm uses a flexible fee mix that includes assets‑under‑management fees, hourly and fixed fees, and performance‑based fees. Taylor Hoffman does not identify as an active ESG investor, and it does not describe itself as a multi‑state or pension consultant adviser in its public filings.