Taylor Hoffman Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$441,514,501
Clients
516
Advisors
3
of 5 employees
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
Expertise
Fee options
$0 - $25,000,000: 1.00% Over $25,000,000+: Negotiable
$250–$500 per hour for financial planning and consulting services.
Performance allocation of 20% of net profits above a 6% hurdle rate for investors in the Hadleigh Fund LP.
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
1021 East Cary Street, Suite 2100
Richmond VA 23219
Advisors at this office
3
Most active in
Colorado · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Taylor Hoffman Capital Management · Taylor Hoffman Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gabriel H
Series 66
Richmond, VA
Taylor Hoffman Capital Management
Gabriel Hoffman is a Series 66-licensed advisor with 13 years of industry experience. He is currently with Taylor Hoffman Capital Management and has held prior positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of his advisory work, he serves as treasurer for Richmond Parliament, a 501(c)(7) organization, and as vice president of the Campbell University Central Virginia Alumni Chapter. Taylor Hoffman Capital Management provides wealth management, financial planning, and investment advisory services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental research and manages a private investment fund under Regulation D.
Brandon T
Series 63, Series 65
Richmond, VA
Taylor Hoffman Capital Management
Brandon Taylor is a financial advisor at Taylor Hoffman Capital Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory roles, he serves as director and treasurer of the James Monroe Memorial Foundation. Taylor Hoffman Capital Management provides wealth management, financial planning, investment management, and consulting services to individuals, trusts, estates, and retirement plans. The firm’s investment approach combines strategic asset allocation with bottom-up fundamental research and manages a private pooled investment fund under Regulation D.
Raymond K
Series 65
Richmond, VA
Taylor Hoffman Capital Management
Raymond Kanyo is a financial advisor at Taylor Hoffman Capital Management with seven years of industry experience. He holds a Series 65 credential and previously worked at the University of Richmond for four years. He has been with Taylor Hoffman Wealth Management since 2018. Taylor Hoffman Capital Management provides comprehensive wealth management, financial planning, investment management, and consulting services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental research and manages a private investment fund alongside individual client portfolios.
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