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TAYLOR HOFFMAN CAPITAL MANAGEMENT

RICHMOND, VA · CRD 309329 · IAPD ↗ · taylorhoffman.com · 804-964-2500

$469.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
More than 500Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — TAYLOR HOFFMAN CAPITAL MANAGEMENT reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
January 2025 — TAYLOR HOFFMAN CAPITAL MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
November 2024 — TAYLOR HOFFMAN CAPITAL MANAGEMENT notice-filed in NC, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
November 2024 — TAYLOR HOFFMAN CAPITAL MANAGEMENT reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
November 2024 — TAYLOR HOFFMAN CAPITAL MANAGEMENT reported RAUM up 1971% ($18.8M -> $388.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2024 — TAYLOR HOFFMAN CAPITAL MANAGEMENT changed its website from avidus.com to taylorhoffman.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
April 2024 — TAYLOR HOFFMAN CAPITAL MANAGEMENT reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.