Overview
Assets Under Management: $389 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 150
Average Client Assets: $2 million
Frequently Asked Questions
TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309329), TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC is headquartered in RICHMOND, VA.
TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC serves 150 high-net-worth clients according to their SEC filing dated December 09, 2024. View client details ↓
According to their SEC Form ADV, TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC manages $389 million in client assets according to their SEC filing dated December 09, 2024.
According to their SEC Form ADV, TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,006
Discretionary Accounts: 790
Non-Discretionary Accounts: 216
Regulatory Filings
CRD Number: 309329
Last Filing Date: 2024-12-09 00:00:00
Website: https://taylorhoffman.com