Taylor Hoffman Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 27, 2026, reports $470M in regulatory assets under management, 5 employees, and 1,082 accounts.
Assets Under Management
$470M
Employees
5
Offices
--
Total Clients
521
Primary office
RICHMOND, VA
1021 EAST CARY STREET, SUITE 2100, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
365
2
HNWI
29.0%
151
3
Pension Plans
0.6%
3
4
Pooled Investment Vehicles
0.2%
1
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$470Mas of March 27, 2026
Discretionary85.6%
$402M
86% of total RAUM85.6%
Non-discretionary14.4%
$68M
14% of total RAUM14.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$470M
Total Accounts1,082
10Y AUM Change+$470M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee104:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.