Taylor Hoffman Capital Management
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Overview
Taylor Hoffman Capital Management is a financial advisory company headquartered in Richmond, Virginia. The firm oversees $4.4 million in assets across 171 customer accounts. It has a small group, including 5 financial advisors. Taylor Hoffman Capital Management is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like stocks, bonds and options.
Taylor Hoffman Capital Management administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments for the client's account without requiring client consent. The investment advisory firm's average account size is $25,442. The typical financial advisor at Taylor Hoffman Capital Management oversees around 34 client accounts, making it about average in terms of personalization.
Taylor Hoffman Capital Management's main office is at 1021 East Cary Street, Richmond, Virginia 23219. The firm is legally registered to serve investors throughout a few states, including Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Taylor Hoffman Capital Management by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
171
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$25.4 thousand
Products and Services
Taylor Hoffman Capital Management offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. In the prior fiscal year, it provided 1-10 of its clients with financial planning services. The company is not involved in selling products or offering services apart from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on the type of services offered. However, fees billed by Taylor Hoffman Capital Management most likely are comprised of any blend of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Taylor Hoffman Capital Management provides services to retail investors and pooled investment vehicles. Out of its 171 accounts, Taylor Hoffman Capital Management's largest client by number of accounts is retail investors. None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 99.42%
- Corporations - 0.58%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Taylor Hoffman Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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