Gabriel C. Hoffman

TAYLOR HOFFMAN CAPITAL MANAGEMENT

Richmond, VA 23219

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CRD#: 6075142

Professional summary

Gabriel Christopher Hoffman, CFP®, who also goes by Gabe Christopher Hoffman, is a registered financial advisor currently at TAYLOR HOFFMAN CAPITAL MANAGEMENT located in Richmond, Virginia.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gabriel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gabe Christopher Hoffman

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 23236; RIA; CHIEF COMPLIANCE OFFICER; 10/2017; 160 HOURS/MONTH; 160 HOURS/MONTH DURING SECURITIES HOURS; CHIEF COMPLIANCE OFFICER 2)RICHMOND PARLIAMENT; NOT INVESTMENT REALTED; 401 WEST FRANKLIN, RICHMOND VA 23220; 501C7; TREASURER; 08/2014; 1 HOUR/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; TREASURER 3) PKS Financial Services. Not Investment Related. 1802 Bayberry Court, Suite 101, Richmond, VA 23238. Fixed Insurance. Agent. 11/2017. 1 Hr/Mo; All During Trading Hours. Fixed Insurance. 4) Campbell University Central Virginia Alumni Chapter; Not Investment Related; 2014; 1 hour/month; 1 hour/month during securities hours; Vice President, help drive strategic outreach and event planning/coordination.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Christopher Hoffman's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 10, 2021 - Present

TAYLOR HOFFMAN CAPITAL MANAGEMENT

Office #1: 1021 East Cary Street Suite 2100, Richmond, VA 23219

RIA

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 1, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Richmond, VA

Past

August 23, 2013 - October 24, 2017

MORGAN STANLEY

RIA

CRD#: 149777

RICHMOND, VA

Past

July 25, 2013 - October 24, 2017

MORGAN STANLEY

CRD#: 149777

RICHMOND, VA

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".

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)

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

State Security Law Exam

IAR

Series 66

Date: 8/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2013

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A DISCLOSURE BROCHURE (3/28/2025)

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	Cover Page	Report

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Gabriel C. Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Christopher Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

TAYLOR HOFFMAN CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/25/2013

Current Firm

TAYLOR HOFFMAN CAPITAL MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TAYLOR HOFFMAN CAPITAL MANAGEMENT

TRUST BUT VERIFY

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