BT
Brandon C. Taylor
TAYLOR HOFFMAN CAPITAL MANAGEMENT
Richmond, VA 23219
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CRD#: 2902503
BT
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Christopher Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 10, 2021 - Present
TAYLOR HOFFMAN CAPITAL MANAGEMENT
Office #1: 1021 East Cary Street Suite 2100, Richmond, VA 23219RIA
CRD#: 309329
Richmond, VA
Past
October 23, 2017 - October 29, 2024
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC
RIA
CRD#: 289729
RICHMOND, VA
Past
October 23, 2017 - April 30, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Richmond, VA
Past
June 1, 2009 - October 24, 2017
MORGAN STANLEY
RIA
CRD#: 149777
RICHMOND, VA
Past
June 1, 2009 - October 24, 2017
MORGAN STANLEY
BD
CRD#: 149777
RICHMOND, VA
Past
September 26, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
RICHMOND, VA
Past
September 26, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
RICHMOND, VA
Past
February 9, 1998 - October 3, 2008
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
RICHMOND, VA
Past
January 14, 1998 - October 3, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
RICHMOND, VA
Past
July 30, 1997 - November 13, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 30, 1997 - November 13, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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 - (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.Highlighted states indicate IAR registrations
IAR
Virginia(6/10/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (6/10/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1021 East Cary Street Suite 2100, Richmond, VA 23219
Mailing Address
Phone number
(804) 964-2500
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 984 |
| AUM (Assets Under Management) | $ 419,919,837 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TAYLOR HOFFMAN CAPITAL MANAGEMENT
CRD#: 309329Richmond, VA 23219TRUST BUT VERIFY
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Contact information
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