Bank / Wealth / TrustRIA · CRD 147445SEC-Registered

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Taylor Hoffman Capital Management

Taylor Hoffman Capital Management was established in 2017 in Richmond, Virginia, as a registered investment adviser. The firm manages assets for a client base...

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Taylor Hoffman Capital Management

Taylor Hoffman Capital Management was established in 2017 in Richmond, Virginia, as a registered investment adviser. The firm manages assets for a client base composed of individuals, trusts, and estates, with a service model anchored in financial planning and discretionary portfolio management. Its founding came during a period of significant consolidation among regional wealth practices, positioning it as a boutique alternative for families seeking dedicated advisory relationships outside larger bank platforms. The firm's strategy spans traditional wealth management activities — investment management, financial planning, and portfolio construction — with an emphasis on direct client engagement. While disclosed asset-level details remain private, its regulatory posture as an RIA suggests a fiduciary obligation to put client interests first in security selection and allocation decisions. The firm operates without publicly named proprietary fund vehicles, structured co-investment programs, or reported direct private-market deployment. Operating from a single office in Richmond, the firm serves a client base concentrated in the mid-Atlantic. No separate institutional vehicles, philanthropic foundations, or real-asset operating arms have been disclosed. The firm’s scale, measured by its professional headcount and total assets under management, is not publicly reported. There is no verifiable operational event from the last 24 months that signals a shift in strategic direction or asset-class emphasis. Taylor Hoffman's structure as a standalone RIA without public growth-origination activity marks a key structural feature: it does not appear to operate as the family-office vehicle for a single wealth creator, nor does it participate in the club-deal ecosystems common among larger multi-family offices. Its distinct profile lies in its quiet, fiduciary-first posture — a model designed to grow through referrals and long-duration client relationships rather than institutional capital raising or portfolio branding.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Martinsburg

Corporate office

Richmond, VA, United States

Frequently asked questions

What services does Taylor Hoffman Capital Management provide?

The firm offers wealth management advisory services encompassing investment management, financial planning, and portfolio management. It is registered as an investment adviser and serves individuals, trusts, and estates. Detailed breakdowns of service tiers or minimum account sizes are not publicly disclosed.

Is Taylor Hoffman a single-family office?

No. Taylor Hoffman is registered as an investment adviser and functions as a wealth manager, not as a single-family office dedicated to one source of private wealth. Its client base includes multiple individuals, trusts, and estates rather than a single family's capital.

How is the firm regulated?

Taylor Hoffman operates as a registered investment adviser (RIA) in the United States, which subjects it to fiduciary standards requiring it to act in its clients' best interests. The firm’s Form ADV and other regulatory filings provide the official record of its registration and business operations.

Does Taylor Hoffman invest in private markets or venture capital?

No public record indicates direct private-market investment activity, venture capital deployment, or fund-of-funds programs. The firm describes its core investment function as portfolio management consistent with traditional wealth management, without disclosed allocations to private equity, venture capital, or direct co-investment.

Who founded Taylor Hoffman Capital Management?

The individuals who founded the firm have not been publicly named in the available primary sources. No named principals are listed on the firm's website or accessible regulatory summaries that were reviewed for this profile.

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