CRD: 309329
Taylor Hoffman Capital Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-10-2020
- Office Locations
- 1
Office Locations
About Taylor Hoffman Capital Management
Taylor Hoffman Capital Management is a Richmond, VA investment management firm serving retail and institutional investors. The team uses a data-driven, repeatable framework focused on owning high-quality businesses with a margin of safety, keeping emotions out of decisions, and long-term thinking. Portfolios are implemented primarily via ETFs and custody is held at Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GABRIEL CHRISTOPHER HOFFMAN
Chief Compliance Officer, Investment Advisor
- CRD
- #6075142
- Ownership
- Less than 5%
Sean Thomas Rutherford
Chief Financial Officer, Portfolio Manager
- CRD
- #7311565
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
RAYMOND ZSOLT KANYO
Portfolio Manager
- CRD
- #7147502
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,007,352 | $469,635 |
| Non-Discretionary | $67,541,590 | $298,857 |
| Total | $469,548,942 | $433,964 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing