Taylor Hoffman Capital Management

Taylor Hoffman Capital Management, LLC (THCM) is a registered investment adviser offering financial planning, consulting, and investment management services. The firm was established in May 2020 and is owned by Taylor Hoffman, Inc. As of December 31, 2024, THCM managed $419,919,837 in assets, with $353,496,859 under discretionary management and $66,422,978 under non-discretionary management. THCM provides a range of financial planning services, including retirement planning, risk management, and investment consulting. Clients have discretion over implementing recommendations and are not obligated to act on them. For wealth management services, THCM offers discretionary and non-discretionary management of investment portfolios, allocating assets among various instruments based on client objectives. The firm may recommend engaging additional services or professionals, including THCM affiliates, for compensation. THCM may also recommend investments in the Hadleigh Fund LP, an affiliated private investment fund, where clients qualify as "qualified clients" and "accredited investors." The firm charges fees based on assets under management, with annual fees ranging from 1.00% for assets up to $25,000,000. THCM exercises investment discretion on behalf of clients, including selecting securities, determining transaction amounts, and hiring Independent Managers. The firm accepts proxy voting authority and exercises discretion over client accounts, subject to client limitations. THCM recommends Charles Schwab & Co., Inc. for custody, brokerage, and clearing services, receiving support and benefits from Schwab. The firm conducts regular account reviews and accepts compensation for client referrals. Clients can request information on THCM's proxy voting policies and procedures.