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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 513 | 521 | increased by8 |
| Apr 1, 2026 | AUM | $419,919,837 | $469,548,942 | increased by$49,629,105 |
| Apr 1, 2026 | Accounts | 984 | 1,082 | increased by98 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 63 | 513 | increased by450 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,015,737 | $419,919,837 | increased by$415,904,100 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 71 | 984 | increased by913 |
| Apr 1, 2022 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2022 | Clients | 10 | 63 | increased by53 |
| Apr 1, 2022 | AUM | $2,935,629 | $4,015,737 | increased by$1,080,108 |
| Apr 1, 2022 | Accounts | 17 | 71 | increased by54 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TAYLOR HOFFMAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TAYLOR HOFFMAN” may also match similarly-named firms). Confirm identity against each filing.
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.