TAYLOR HOFFMAN CAPITAL MANAGEMENT
TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for TAYLOR HOFFMAN CAPITAL MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 48 | $18.8M |
| Non-Discretionary | 0 | $0 |
| Total | 48 | $18.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 52 | $8.3M |
| HNW Individuals | 3 | $5.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $4.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-118886 |
|---|---|
| SEC ERA File Number | 801-118886 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309329 |
| Legal Entity Identifier | None |
Principal Office
1021 EAST CARY STREETSUITE 2100
RICHMOND
VA
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 804-964-2500, Fax: None
Chief Compliance Officer
GABRIEL HOFFMAN
CHIEF OPERATIONS OFFICER
1021 EAST CARY STREET
SUITE 2100
RICHMOND
VA
United States
Tel:
804-964-2500
G***********@****************M
(Full email address available in API data)
Industry Affiliates
| TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HADLEIGH FUND | Hedge Fund | $4.9M | $0.1M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAYLOR, BRANDON, CHRISTOPHER | Individual | – | CHIEF EXECUTIVE OFFICER | 05/2020 | < 5% |
| HOFFMAN, GABRIEL, CHRISTOPHER | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2020 | < 5% |
| TAYLOR HOFFMAN, INC. | Domestic Entity | – | MEMBER | 05/2020 | > 75% |
| TAYLOR, BRANDON, CHRISTOPHER | Individual | TAYLOR HOFFMAN, INC. | SHAREHOLDER | 07/2019 | > 75% |
| Rutherford, Sean, Thomas | Individual | – | CHIEF FINANCIAL OFFICER | 10/2020 | < 5% |