A complete list of active advisors currently associated with Taylor Hoffman Capital Management

Warmer can help you find a great advisor at Taylor Hoffman Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Taylor Hoffman Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.