Wealth manager, independent · Richmond, VA
Taylor Hoffman Capital Management
Taylor Hoffman Capital Management, LLC · SEC-registered investment adviser · CRD 309329 · SEC 801-118886
At a glance
Taylor Hoffman Capital Management is an SEC-registered investment adviser based in Richmond, Virginia, with $470 million in regulatory assets under management as of its Form ADV filed August 5, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 516 individual clients. By Form ADV it is a wealth manager, ranked 3,040th of 8,915 wealth managers and 8,083rd of 17,210 SEC-registered advisers by assets.
Main office 804-964-2500taylorhoffman.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $470M
- Rank among wealth managers
- #3,040 of 8,915
- Rank among all SEC RIAs
- #8,083 of 17,210
- Rank in Virginia
- #138 of 300
- Individual clients
- 516
- High-net-worth clients
- 151
- Accounts
- 1,082
- Discretionary
- 86% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Brandon C. TaylorChief Executive Officer
- Gabriel C. HoffmanChief Operating Officer
- Sean T. RutherfordChief Compliance Officer
- Raymond Z. KanyoChief Investment Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 151 | $366M | 78% |
| Individuals | 365 | $76M | 16% |
| Charitable organizations | 1 | $17M | 4% |
| Pooled investment vehicles | 1 | $10M | 2% |
| Pension and profit sharing plans | 3 | $1M | <1% |
Private funds
Taylor Hoffman Capital Management reports 1 private funds with $10M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Taylor Hoffman Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗taylorhoffman.com ↗
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The full record on Taylor Hoffman Capital Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 5,621 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Taylor Hoffman Capital Management manage?
Taylor Hoffman Capital Management reports $470 million in regulatory assets under management across 1,082 accounts, 86% of it on a discretionary basis, on its Form ADV filed August 5, 2026.
What kind of firm is Taylor Hoffman Capital Management?
Taylor Hoffman Capital Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Taylor Hoffman Capital Management’s clients?
By assets, its largest client types are high-net-worth individuals ($366 million, 151 clients); individuals ($76 million, 365 clients); charitable organizations ($17 million, 1 clients).
Does Taylor Hoffman Capital Management manage private funds?
Yes. It reports 1 private funds with $10 million in gross assets, including hedge funds.
Does Taylor Hoffman Capital Management have any disciplinary history?
Taylor Hoffman Capital Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Taylor Hoffman Capital Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →