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TAYLOR HOFFMAN CAPITAL MANAGEMENT
TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC
CRD 309329 · SEC 801-118886
1021 EAST CARY STREET, SUITE 2100, RICHMOND, VA, 23219, United States
Phone
804-964-2500
Fax
804-447-7822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$469.5M
Discretionary AUM
$402.0M
Team
5 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 365 | $76.0M |
| High net worth individuals | 151 | $365.5M |
| Pooled investment vehicles | 1 | $9.9M |
| Pension/profit sharing plans | 3 | $844K |
| Charitable organizations | 1 | $17.3M |
States served
CO, NC, SC, TN, VA, TX
All web addresses on file
Official SEC filing: View on IAPD