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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TAYLOR HOFFMAN CAPITAL MANAGEMENT

TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC, CRD 309329

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4880e5d-a2a4-99bc-0115-c9392839f6e3

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: May 11, 2020 to Aug 5, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.02 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $470MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $402M
Private client RAUM: $442MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $157Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,082
Individual clients: 365
High net worth clients: 151
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $103M
SEC number: 801-118886
CRD: 309329
Filings on the tape: 14
First filed: May 11, 2020
Latest filed: Aug 5, 2026
Organised: Limited Liability Company, DE
Website: taylorhoffman.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRANDON CHRISTOPHER TAYLOR	n/a	RICHMOND, VA	5	29	4	no
GABRIEL CHRISTOPHER HOFFMAN	n/a	RICHMOND, VA	5	13	2	no
RAYMOND ZSOLT KANYO	n/a	RICHMOND, VA	5	12	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HADLEIGH FUND	Hedge Fund	$4.9M	Dec 9, 2024	12	Mar 24, 2020	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOFFMAN, GABRIEL, CHRISTOPHER	CHIEF COMPLIANCE OFFICER	Na	yes	05/2020	May 11, 2020	Dec 9, 2024
Rutherford, Sean, Thomas	CHIEF FINANCIAL OFFICER	Na	yes	10/2020	Mar 29, 2021	Dec 9, 2024
TAYLOR HOFFMAN, INC.	Member	E	yes	05/2020	May 11, 2020	Dec 9, 2024
TAYLOR, BRANDON, CHRISTOPHER	Shareholder	E	yes	07/2019	May 11, 2020	Dec 9, 2024
TAYLOR, BRANDON, CHRISTOPHER	CHIEF EXECUTIVE OFFICER	Na	yes	05/2020	May 11, 2020	Dec 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC	n/a	Former SEC adviser	$304M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$470M	$402M	5	4	0	1	n/a
2024	Mar 28, 2025	$420M	$353M	5	4	0	1	n/a
2023	Mar 29, 2024	$18.8M	$18.8M	7	4	0	1	$4.9M
2022	Mar 27, 2023	$4.4M	$4.4M	8	5	0	1	$3.0M
2021	Mar 31, 2022	$4.0M	$4.0M	8	4	1	n/a	n/a
2020	Mar 29, 2021	$2.9M	$2.9M	5	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$470M	$420M	11.8%	$4.4M	376.1%	5	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC	3	Oct 29, 2024	Jun 10, 2021	RICHMOND, VA	Firm absorbed	RIA to RIA	100.0%

Relationships

Affiliated with (2)

→ TAYLOR HOFFMAN WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← TAYLOR HOFFMAN WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (1)

→ HADLEIGH FUNDPrivate fundHedge Fund, IA
Mar 24, 2020 to presentfactForm ADV

Registered with (4)

← BRANDON CHRISTOPHER TAYLORAdvisorregistration: current employment
Jun 10, 2021 to presentfactForm ADV
← GABRIEL CHRISTOPHER HOFFMANAdvisorregistration: current employment
Jun 10, 2021 to presentfactForm ADV
← RAYMOND ZSOLT KANYOAdvisorregistration: current employment
Jun 10, 2021 to presentfactForm ADV
← Francis Ofori-AmanfoAdvisorregistration: previous registration
Nov 11, 2021 to Apr 22, 2022factForm ADV

Controls (4)

← TAYLOR, BRANDON, CHRISTOPHEROwnerSHAREHOLDER, ownership code E, individual
May 11, 2020 to Dec 9, 2024factForm ADV
← HOFFMAN, GABRIEL, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 11, 2020 to Dec 9, 2024factForm ADV
← Rutherford, Sean, ThomasOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 29, 2021 to Dec 9, 2024factForm ADV
← TAYLOR HOFFMAN, INC.OwnerMEMBER, ownership code E, domestic entity
May 11, 2020 to Dec 9, 2024factForm ADV

Moved with (1)

← TAYLOR HOFFMAN WEALTH MANAGEMENT, LLCRegistered adviser3 advisors, firm absorbed, same day
Oct 29, 2024 to Jun 10, 2021factForm ADV

Dated events

Occurred
Oct 29, 2024
Firm absorbed
Taylor Hoffman Wealth Management, LLC's advisors moved to Taylor Hoffman Capital Management (Richmond, VA): 3 of 3 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Apr 22, 2022
Advisor changed firm
Francis Ofori-Amanfo left Taylor Hoffman Capital Management for Secondmarket Financial, Llc (registered 2025-06-10)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2021
Control person joined
Thomas Sean Rutherford (Chief Financial Officer) appeared on Schedule A of Taylor Hoffman Capital Management
Form ADVobserved 6 days ago
Occurred
May 11, 2020
First Form ADV filing
Taylor Hoffman Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4880e5d-a2a4-99bc-0115-c9392839f6e3
First observed: May 11, 2020
Last observed: Aug 5, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TAYLOR HOFFMAN CAPITAL MANAGEMENT

TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC, CRD 309329

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4880e5d-a2a4-99bc-0115-c9392839f6e3

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRANDON CHRISTOPHER TAYLOR

n/a

RICHMOND, VA

GABRIEL CHRISTOPHER HOFFMAN

n/a

RICHMOND, VA

RAYMOND ZSOLT KANYO

n/a

RICHMOND, VA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HADLEIGH FUND

Hedge Fund

$4.9M

Dec 9, 2024

Mar 24, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOFFMAN, GABRIEL, CHRISTOPHER

CHIEF COMPLIANCE OFFICER

yes

05/2020

May 11, 2020

Dec 9, 2024

Rutherford, Sean, Thomas

CHIEF FINANCIAL OFFICER

yes

10/2020

Mar 29, 2021

Dec 9, 2024

TAYLOR HOFFMAN, INC.

Member

yes

05/2020

May 11, 2020

Dec 9, 2024

TAYLOR, BRANDON, CHRISTOPHER

Shareholder

yes

07/2019

May 11, 2020

Dec 9, 2024

TAYLOR, BRANDON, CHRISTOPHER

CHIEF EXECUTIVE OFFICER

yes

05/2020

May 11, 2020

Dec 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

n/a

Former SEC adviser

$304M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$470M

$402M

n/a

2024

Mar 28, 2025

$420M

$353M

n/a

2023

Mar 29, 2024

$18.8M

$4.9M

2022

Mar 27, 2023

$4.4M

$3.0M

2021

Mar 31, 2022

$4.0M

n/a

2020

Mar 29, 2021

$2.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$470M

$420M

11.8%

$4.4M

376.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

Oct 29, 2024

Jun 10, 2021

RICHMOND, VA

Firm absorbed

RIA to RIA

100.0%