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Taylor Hoffman Capital Management

Updated today

Client assets under management

$441,514,501

Clients

516

29% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

172

Very High

Average account size

$855,648

About

Taylor Hoffman Capital Management provides comprehensive wealth management, financial planning, investment management, and consulting to individuals, trusts, estates, and retirement plans, serving both discretionary and non-discretionary accounts. In addition to managing individual client portfolios, the firm acts as adviser and general partner to an affiliated private investment fund that is privately offered under Regulation D.

THCM’s investment approach emphasizes strategic asset allocation combined with bottom-up fundamental research for individual equities, supplemented by index funds, mutual funds, ETFs, alternative instruments, and select independent managers where appropriate. The firm tailors portfolios to clients’ risk tolerances and objectives, conducts ongoing monitoring and periodic reviews, and in limited circumstances provides portfolio management for pooled vehicles and retirement-plan assets.

What distinguishes THCM from many peers is its sponsorship and management of a private pooled vehicle and the use of performance-based compensation for certain fund investors, arrangements the brochure discloses and addresses as potential conflicts of interest. The offering documents and the Firm’s disclosures further note investor eligibility standards (e.g., qualified-client and accredited-investor requirements), the private placement framework, and procedures the Firm uses to manage conflicts that may arise from side‑by‑side management.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $25,000,000: 1.00% Over $25,000,000+: Negotiable

Project-based

$250–$500 per hour for financial planning and consulting services.

Performance-based

Performance allocation of 20% of net profits above a 6% hurdle rate for investors in the Hadleigh Fund LP.

Other

Fee-only: Hourly rates for financial planning and consulting services ranging from $250 to $500 per hour; tax preparation fees based on complexity, negotiated individually.

Main office location

Taylor Hoffman Capital Management

1021 East Cary Street, Suite 2100

Richmond VA 23219, United States

Number of offices

1

Most active in

Colorado · North Carolina · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gabriel H

Series 66

Richmond, VA

Taylor Hoffman Capital Management

Gabriel Hoffman is a financial advisor at Taylor Hoffman Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Taylor Hoffman Wealth Management in 2017. Outside of his advisory role, he serves as treasurer for Richmond Parliament, a social organization, and is vice president of the Campbell University Central Virginia Alumni Chapter. Taylor Hoffman Capital Management provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental analysis and a mix of investment vehicles, including an affiliated private investment fund for accredited investors.

Wealth management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Brandon T

Series 63, Series 65

Richmond, VA

Taylor Hoffman Capital Management

Brandon Taylor is a financial advisor with Taylor Hoffman Capital Management in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. He serves as a director and treasurer of the James Monroe Memorial Foundation, a nonprofit honoring the fifth U.S. president. Taylor Hoffman Capital Management provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside standalone planning and retirement-plan consulting.

Wealth management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Raymond K

Series 65

Richmond, VA

Taylor Hoffman Capital Management

Raymond Kanyo is a financial advisor at Taylor Hoffman Capital Management with six years of industry experience. He holds the Series 65 designation and has worked at Taylor Hoffman Wealth Management since 2018. Prior to his advisory career, he was employed at the University of Richmond from 2014 to 2018. Taylor Hoffman Capital Management provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental analysis and manages both discretionary and non-discretionary portfolios, including a private investment vehicle for accredited investors.

Wealth management Private / alternative investments Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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