Firm
Taylor Hoffman Capital Management
Richmond, Virginia
Fee-only
Taylor Hoffman Capital Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 5 employees and 516 individual clients, 151 of them high net worth.
- Its average account is about $434,000 (assets it manages divided by its 1,082 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Richmond, Virginia |
|---|---|
| Website | taylorhoffman.com |
| [email protected] | |
| Phone | (804) 964-2500 |
Taylor Hoffman Capital Management fees
Taylor Hoffman Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $470 million |
| Individual clients | 365 |
| High-net-worth clients | 151 |
| Accounts managed | 1,082 |
| Employees | 5 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-118886) |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 309329 |