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TAYLOR HOFFMAN CAPITAL MANAGEMENT
Legal name: TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC
CRD 309329File 801-118886
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$469.5M
Above cohort median (national)
Discretionary AUM
$402.0M
Non-discretionary $67.5M
Clients
521
1,082 accounts
Employees
5
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 10, 2020
- Principal office
- 1021 EAST CARY STREET, SUITE 2100, RICHMOND, VA, 23219
- Phone
- 804-964-2500
- Website
- https://taylorhoffman.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $469.5M
- Discretionary AUM
- $402.0M
- Non-discretionary AUM
- $67.5M
- Discretionary accounts
- 856
- Non-discretionary accounts
- 226
- Total accounts
- 1,082
- AUM per client
- $901K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $17.3M |
| High net worth individuals | 151 | $365.5M |
| Pooled investment vehicles | 1 | $9.9M |
| Pension and profit sharing plans | Fewer than 5 | $844K |
| Individuals (other than high net worth individuals) | 365 | $76.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.