Taylor Hoffman Wealth Management, LLC

Taylor Hoffman Wealth Management, LLC is a registered investment adviser based in Richmond, Virginia. Established in September 2017, the firm specializes in financial planning, consulting, and investment management services. As of December 31, 2023, the firm had $304,339,242 in assets under management, with $231,825,009 managed on a discretionary basis and $72,514,233 managed on a non-discretionary basis. Clients can engage the firm for services such as business planning, retirement planning, risk management, and investment consulting. THWM primarily allocates client assets among various mutual funds, ETFs, individual securities, and independent investment managers based on clients' investment objectives. The firm also provides consulting services to qualified employee benefit plans and manages an affiliated private investment fund, the Hadleigh Fund LP. THWM charges wealth management fees based on a tiered fee schedule, ranging from 1.25% for assets up to $500,000 to negotiable rates for assets over $25,000,000. Clients may also incur additional charges from third parties, such as broker-dealers and custodians. The firm has the authority to exercise investment discretion on behalf of clients, including making decisions on securities transactions and hiring/firing independent managers. Clients are provided with regular account reviews and reports, and THWM accepts proxy voting authority for client securities. The firm does not disclose financial information as it meets specific criteria regarding fee prepayment, financial condition, and bankruptcy history.