Investment adviser · CRD 289729

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

RICHMOND, VA, United States · Form ADV filed Mar 30, 2024

Regulatory AUM
$304M
Form ADV · Item 5.F
Client accounts
787
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals131$249,706,85382.0%
Individuals262$54,504,16417.9%
Retirement plansFewer than 5$128,2260.0%
Filing source

Form ADV 1830423 · Mar 30, 2024 · 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.

ARRINGTON FUND LPHedge Fund · Last reported Mar 31, 2022$935KGross asset value
Fund administrator BOLDER FUND SERVICES (USA), LLC MIAMI, Florida, 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
4
Minimum commitment
$100K

Form ADV 1604228 · Mar 31, 2022 · 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: Mar 30, 2024. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

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

CRD 289729

Filing source

Form ADV 1830423 · Mar 30, 2024 · 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.