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Brandon Christopher Taylor

TAYLOR HOFFMAN CAPITAL MANAGEMENT
RICHMOND, VA
·CRD# 2902503·29 years experience

Professional Summary

Brandon Christopher Taylor is a registered financial advisor currently at TAYLOR HOFFMAN CAPITAL MANAGEMENT located in Richmond, Virginia. Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brandon has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

TAYLOR HOFFMAN CAPITAL MANAGEMENT·CRD# 309329
RIA
1021 East Cary Street Suite 2100, Richmond, VA 23219
June 10, 2021 - Present
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC·CRD# 289729
RIA
Richmond, VA
October 23, 2017 - October 29, 2024
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Richmond, VA
October 23, 2017 - April 30, 2020
MORGAN STANLEY·CRD# 149777
RIA
Richmond, VA
June 1, 2009 - October 24, 2017
MORGAN STANLEY·CRD# 149777
BD
Richmond, VA
June 1, 2009 - October 24, 2017
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Richmond, VA
September 26, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Richmond, VA
September 26, 2008 - June 1, 2009
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Richmond, VA
February 9, 1998 - October 3, 2008
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Richmond, VA
January 14, 1998 - October 3, 2008
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
July 30, 1997 - November 13, 1997
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
July 30, 1997 - November 13, 1997

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Current Firm

TH
TAYLOR HOFFMAN CAPITAL MANAGEMENT

TAYLOR HOFFMAN CAPITAL MANAGEMENT | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC

CRD#: 309329 / SEC#: 801-118886
RIA
Registered Investment Advisory firm - SEC (6/10/2020 Approved)

Contact Information

Main Address

1021 East Cary Street Suite 2100, Richmond, VA 23219

Phone Number

(804) 964-2500

# of Employees

5

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A DISCLOSURE BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,082

AUM (Assets Under Management)

$469,548,942

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2025Cover PageReport
01/22/2025Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Taylor Hoffman Wealth Management. Investment Related. 1802 Bayberry Court, Suite 101, Richmond, VA 23238. RIA. CEO. 10/2017. 160 Hrs/Mo; All During Trading Hours. CEO - Management, Portfolio Management, and Financial Advice. 2. NOAH PROPERTIES. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. REAL ESTATE. MANAGER. 01/2010. 1 HR/MO; 0 DURING TRADING HOURS. MANAGER OF LLC HOLDING REAL ESTATE. 3. EAST GRACE STREET PROPERTIES. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. REAL ESTATE. MANAGER. 05/2010. 1 HR/MO; 0 DURING TRADING HOURS. MANAGER OF LLC HOLDING REAL ESTATE. 4. GRACE STREET CAPITAL MANAGEMENT. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. REAL ESTATE. MANAGER. 10/2009. 1 HR/MO; 0 DURING TRADING HOURS. MANAGER OF LLC HOLDING REAL ESTATE. 5. BOAZ PROPERTIES. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. REAL ESTATE. MANAGER. 01/2010. 1 HR/MO; 0 DURING TRADING HOURS. MANAGER OF LLC HOLDING REAL ESTATE. 6. JAMES MONROE MEMORIAL FOUNDATION. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. NON-PROFIT FOUNDATION TO HONOR LEGACY OF 5TH PRESIDENT JAMES MONROE. DIRECTOR AND TREASURER. 07/1999. 1 HR/MO; 0 DURING TRADING HOURS. SERVICE ON THE BOARD OF DIRECTORS FOR THE FOUNDATION AND THE TREASURER WITH RESPONSIBILITY FOR RECEIPT OF DONATIONS AND PAYMENT OF BILLS. 7. RIVERLAKE COLONY HOA. NOT INVESTMENT RELATED. 9630 SLOMAN PLACE, RICHMOND, VA 23238. HOMEOWNERS ASSOCIATION. President-10/15/201-5 HR/MO; 0 DURING TRADING HOURS. I Will be responsible for the association of our neighborhood. 8. TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC. INVESTMENT RELATED. 1802 BAYBERRY COURT, SUITE 101, RICHMOND, VA 23238. WEALTH MANAGEMENT. MANAGING PARTNER. START 4/1/2019. 1 HR/MONTH 1 DURING TRADING. LLC IS GENERAL PARTNER FOR ARRINGTON FUND LP WHICH IS 100% OWNED BY BRANDON TAYLOR AND WHICH IS NOT BEING OFFERED TO INVESTORS AS OF THE DATE OF THIS FILING.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TH
TAYLOR HOFFMAN CAPITAL MANAGEMENT

TAYLOR HOFFMAN CAPITAL MANAGEMENT | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC

CRD#: 309329 / SEC#: 801-118886
RIA
Registered Investment Advisory firm - SEC (6/10/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Virginia
(6/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1997About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brandon Christopher Taylor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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