Investment adviser · CRD 309329

TAYLOR HOFFMAN CAPITAL MANAGEMENT

Investment adviser filing (IA)

TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC

RICHMOND, VA, United States · Form ADV filed Aug 5, 2026

Regulatory AUM: $470M
Client accounts: 1,082
Employees: 5
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	151	$365,531,228	77.8%
Individuals	365	$75,983,273	16.2%
Charities	Fewer than 5	$17,272,755	3.7%
Pooled investment vehicles	1	$9,917,495	2.1%
Retirement plans	Fewer than 5	$844,191	0.2%

Filing source

Form ADV 2118649 · Aug 5, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HADLEIGH FUNDHedge Fund · Last reported Aug 5, 2026$9.92MGross asset value

Fund administrator FLEMING FUND SERVICES, INC BEL AIR, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MEADOWS, URQUHART, ACREE, AND COOK, LLP RICHMOND, Virginia, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MEADOWS, URQUHART, ACREE, AND COOK, LLP
PCAOB 3688

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-1591204348
Reported beneficial owners: 14
Minimum commitment: $100K

Form ADV 2118649 · Aug 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 5, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

1021 EAST CARY STREET, SUITE 2100
RICHMOND, VA, 23219, United States

CRD 309329

Filing source

Form ADV 2118649 · Aug 5, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.