TAYLOR HOFFMAN CAPITAL MANAGEMENT
SEC RegisteredTaylor Hoffman is an investment management firm built upon enduring investment principles
About the firm
Taylor Hoffman is a purpose-driven investment management company located in Richmond, Virginia. The firm is on a mission to build generational wealth for its investors through a comprehensive investment management framework developed over decades of investment experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment management, guided by three foundational principles: invest in great businesses with a margin of safety, keep emotions out of investment decisions, and be resilient and practice long-term thinking.
Who they serve
investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 365 | $76M |
| High Net Worth Individuals | 151 | $366M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $9.9M |
| Charitable Organizations | 3 | $844k |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $25,000,000 | 1.00% |
| Over $25,000,000 | — |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TAYLOR HOFFMAN CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.