Taylor Hoffman Capital Management
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 309329
- Registered since
- June 10, 2020
- Website
- www.taylorhoffman.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI77.85%
- Individuals16.18%
- Charitable Organizations3.68%
- Pooled Investment Vehicles2.11%
- Pension & Profit Sharing Plans0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Taylor Hoffman Capital Management is an independent SEC-registered RIA organized as an LLC and operating since 2020. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator, combining financial planning with portfolio management for individuals, small businesses and pooled investment vehicles. Its advisory scope also includes selecting and overseeing external managers. Fee arrangements are flexible: the firm charges asset-based fees and also uses hourly, fixed and performance-based billing. Taylor Hoffman does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds8%
- Public Funds/Mutual Funds8%
- Other3%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Brandon Taylor
CEO & Chief Investment OfficerCRD 2902503
Gabriel Hoffman
COO & CCOCRD 6075142
Sean Rutherford
Chief Financial OfficerCRD 7311565
Contacts
1 of 1
Raymond Kanyo
Portfolio ManagerCRD 7147502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$24.1M in ETFs
100%
$24.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $8.1M | 114,219 | 33.81% |
Location
Richmond, VA
Richmond City
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Richmond City
- Address
- 1021 E Cary St
- Time zone
- ET (UTC-5)
- Office locations
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