# Taylor Hoffman Capital Management

> Taylor Hoffman Capital Management is an SEC-registered investment advisory firm in Richmond, VA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 309329
- Filed as: TAYLOR HOFFMAN CAPITAL MANAGEMENT
- Legal name: Taylor Hoffman Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309329
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-hoffman-capital-management-richmond-va-309329

## Quick answers

**How is Taylor Hoffman Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor Hoffman Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Taylor Hoffman Capital Management charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $250 to $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Taylor Hoffman Capital Management located?**
Taylor Hoffman Capital Management's principal office is in Richmond, VA, according to its Form ADV.

**Is Taylor Hoffman Capital Management registered with the SEC or a state?**
Taylor Hoffman Capital Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309329.

**How much does Taylor Hoffman Capital Management manage?**
Taylor Hoffman Capital Management reports $469,548,942 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (86% discretionary).

**How have Taylor Hoffman Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Taylor Hoffman Capital Management: Regulatory assets under management: $2,935,629 in the October 2021 data and $469,548,942 in the October 2026 data, up 15895%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Taylor Hoffman Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (365); high net worth individuals (151); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Taylor Hoffman Capital Management use?**
Taylor Hoffman Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Taylor Hoffman Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309329

**What changed in Taylor Hoffman Capital Management's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Minimum annual fee: None

> THCM offers advisory services to individuals, trusts, estates, retirement plans, and the Fund. THCM does not impose a minimum portfolio size or minimum fee for establishing an advisory relationship with the Firm.

- Hourly rate: $250 to $500 an hour (financial planning and consulting services)

> In general, the Firm charges an hourly rate , ranging from $250 –$500 per hour , for financial planning and consulting services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $469,548,942
- Discretionary: $402,007,352
- Non-discretionary: $67,541,590

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 365 | $75,983,273 |
| High net worth individuals | 151 | $365,531,228 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,917,495 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $844,191 |
| Charitable organizations | 1 | $17,272,755 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- taylorhoffman.com
- Facebook @TaylorHoffmanInc
- LinkedIn @taylor-hoffman
- YouTube @UCQpEs-K-lpURqjnTfq5__HQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,935,629 | 5 | March 29, 2021 |
| October 2022 | $4,015,737 | 8 | March 31, 2022 |
| October 2023 | $4,350,497 | 8 | April 21, 2023 |
| October 2024 | $18,763,925 | 7 | May 3, 2024 |
| October 2025 | $419,919,837 | 5 | March 28, 2025 |
| October 2026 | $469,548,942 | 5 | August 5, 2026 |

Regulatory assets under management: $2,935,629 in the October 2021 data and $469,548,942 in the October 2026 data, up 15895%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $419,919,837 to $469,548,942 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Hoffman Capital Management (CRD 309329): Form ADV filing data as of October 2026.