Taylor Hoffman Capital Management, Llc
- Regulatory AUM
- $470M
- Discretionary
- $402M
- Clients
- 521
- Avg AUM / client
- $901K
- Accounts
- 1,082
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 365 | $76.0M | 16.2% |
| High net worth individuals | 151 | $366M | 77.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $9.9M | 2.11% |
| Pension and profit sharing plans | 3 | $844K | 0.18% |
| Charitable organizations | 1 | $17.3M | 3.68% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $4.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hadleigh Fund | Hedge Fund | Delaware | $4.9M | 12 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Christopher Taylor | Chief Executive Officer | Jul 2019 (7y) | ≈ 56.25% – 100% via Taylor Hoffman, Inc. | |
| Gabriel Christopher Hoffman | Chief Compliance Officer | May 2020 (6y) | Less than 5% | |
| Rutherford, Sean, Thomas | Chief Financial Officer | Oct 2020 (6y) | Less than 5% | |
| Raymond Zsolt Kanyo | Registered representative | Jun 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Taylor Hoffman, Inc. | Member | May 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brandon Christopher Taylor: 75% – 100% of Taylor Hoffman, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $4.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hadleigh Fund | Hedge Fund | $4.9M | $100K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $449M (96% of AUM) Mar 2026
- Apex Fintech Solutions Inc. $1.1M (25% of AUM) Apr 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗