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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

CRD 289729

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:d5c855e1-958a-eded-cbcf-f1a6edfea714

Data as of Mar 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Sep 21, 2017 to Mar 30, 2024
18 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $304MItem 5.F on the latest filing (2024-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $232M
Private client RAUM: $304MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 787
Individual clients: 262
High net worth clients: 131
Custody, client assets: $127M
SEC number: 801-111901
CRD: 289729
Filings on the tape: 18
First filed: Sep 21, 2017
Latest filed: Mar 30, 2024
Organised: Limited Liability Company, Delaware

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	10/2017	Oct 23, 2017	Mar 30, 2024
Rutherford, Sean, Thomas	CHIEF FINANCIAL OFFICER	Na	yes	10/2020	Mar 27, 2023	Mar 30, 2024
TAYLOR HOFFMAN, INC.	Member	E	yes	07/2019	Nov 20, 2019	Mar 30, 2024
TAYLOR, BRANDON, CHRISTOPHER	Shareholder	E	yes	07/2019	Oct 23, 2017	Mar 30, 2024
TAYLOR, BRANDON, CHRISTOPHER	CHIEF EXECUTIVE OFFICER	Na	yes	10/2017	Oct 23, 2017	Mar 30, 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 CAPITAL MANAGEMENT, LLC	n/a	Independent wealth	$470M	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
2023	Mar 30, 2024	$304M	$232M	5	4	0	n/a	n/a
2022	Mar 27, 2023	$296M	$223M	5	4	0	n/a	n/a
2021	Mar 31, 2022	$325M	$238M	6	5	1	1	$934,678
2020	Mar 10, 2021	$278M	$186M	7	5	0	1	$999,503
2019	Mar 24, 2020	$239M	$151M	5	4	0	1	$165,331
2018	Feb 7, 2019	$184M	$94.7M	5	4	0	n/a	n/a
2017	Feb 15, 2018	$178M	$78.1M	3	2	0	n/a	n/a

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
2023	$304M	$296M	3.0%	$278M	3.1%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

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

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	2	Oct 24, 2017	Oct 23, 2017	RICHMOND, VA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Affiliated with (2)

← TAYLOR HOFFMAN CAPITAL MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ TAYLOR HOFFMAN CAPITAL MANAGEMENTRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (4)

← TAYLOR, BRANDON, CHRISTOPHEROwnerSHAREHOLDER, ownership code E, individual
Oct 23, 2017 to presentfactForm ADV
← HOFFMAN, GABRIEL, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 23, 2017 to presentfactForm ADV
← Rutherford, Sean, ThomasOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 27, 2023 to presentfactForm ADV
← TAYLOR HOFFMAN, INC.OwnerMEMBER, ownership code E, domestic entity
Nov 20, 2019 to presentfactForm ADV

Registered with (4)

← BRANDON CHRISTOPHER TAYLORAdvisorregistration: previous registration
Oct 23, 2017 to Oct 29, 2024factForm ADV
← GABRIEL CHRISTOPHER HOFFMANAdvisorregistration: previous registration
Oct 23, 2017 to Oct 29, 2024factForm ADV
← RAYMOND ZSOLT KANYOAdvisorregistration: previous registration
Sep 7, 2019 to Oct 29, 2024factForm ADV
← Walter Taylor JesseeAdvisorregistration: previous registration
Sep 25, 2018 to Nov 9, 2022factForm ADV

Moved with (2)

→ TAYLOR HOFFMAN CAPITAL MANAGEMENTRegistered adviser3 advisors, firm absorbed, same day
Oct 29, 2024 to Jun 10, 2021factForm ADV
← MORGAN STANLEYRegistered adviser2 advisors, team lift out, same day
Oct 24, 2017 to Oct 23, 2017factForm 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
Mar 27, 2023
Control person joined
Thomas Sean Rutherford (Chief Financial Officer) appeared on Schedule A of Taylor Hoffman Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Nov 9, 2022
Advisor changed firm
Walter Taylor Jessee left Taylor Hoffman Wealth Management, Llc for Impact Financial, Llc (registered 2022-11-09)
Form ADVobserved 6 days ago
Occurred
Sep 21, 2017
First Form ADV filing
Zander Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5c855e1-958a-eded-cbcf-f1a6edfea714
First observed: Sep 21, 2017
Last observed: Mar 30, 2024 30 months 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 WEALTH MANAGEMENT, LLC

CRD 289729

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:d5c855e1-958a-eded-cbcf-f1a6edfea714

Data as of Mar 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOFFMAN, GABRIEL, CHRISTOPHER

CHIEF COMPLIANCE OFFICER

yes

10/2017

Oct 23, 2017

Mar 30, 2024

Rutherford, Sean, Thomas

CHIEF FINANCIAL OFFICER

yes

10/2020

Mar 27, 2023

Mar 30, 2024

TAYLOR HOFFMAN, INC.

Member

yes

07/2019

Nov 20, 2019

Mar 30, 2024

TAYLOR, BRANDON, CHRISTOPHER

Shareholder

yes

07/2019

Oct 23, 2017

Mar 30, 2024

TAYLOR, BRANDON, CHRISTOPHER

CHIEF EXECUTIVE OFFICER

yes

10/2017

Oct 23, 2017

Mar 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC

n/a

Independent wealth

$470M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 30, 2024

$304M

$232M

n/a

2022

Mar 27, 2023

$296M

$223M

n/a

2021

Mar 31, 2022

$325M

$238M

$934,678

2020

Mar 10, 2021

$278M

$186M

$999,503

2019

Mar 24, 2020

$239M

$151M

$165,331

2018

Feb 7, 2019

$184M

$94.7M

n/a

2017

Feb 15, 2018

$178M

$78.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$304M

$296M

3.0%

$278M

3.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TAYLOR HOFFMAN CAPITAL MANAGEMENT

Oct 29, 2024

Jun 10, 2021

RICHMOND, VA

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Oct 24, 2017

Oct 23, 2017

RICHMOND, VA

Team lift out

Wirehouse to new firm

0.0%