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Taylor Hoffman Wealth Management

Taylor Hoffman Wealth Management is a fund manager in Richmond with $278.09M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
823165168
SEC advisor number
801-111901
FINRA CRD number
289729
AUM ?
$278.09M (as of 2 Nov 21)
Accounts
720 (as of 2 Nov 21)
Employees
7 (5 investment advisory or research)
Address
Taylor Hoffman Wealth Management
1802 BAYBERRY COURT
SUITE 101
RICHMOND
VA 23226
Phone
8044140200
Fund structure AUM Fund type
Taylor Hoffman Wealth Management, LLC $278.09M
Arrington Fund LP $999.5K Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 130 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$15.52M 108.78K 108.1K +0.6
$9.35M 109.18K 100.24K +8.9
$5.94M 45.98K 45.29K +1.5
$5.1M 14.91K 14.94K -0.2
$4.91M 16.99K 17.01K -0.1
$4.9M 8.6K 8.38K +2.6
$4.9M 22.37K 22.35K +0.1
Vanguard Tax-managed Intl FD
$4.85M 95.67K 90.08K +6.2
$4.65M 66.47K 64.92K +2.4
$4.62M 13.47K 13.17K +2.3
$4.22M 21.26K 20.61K +3.2
$4.16M 75.42K 72.57K +3.9
$4.06M 11.59K 11.43K +1.5
$4.04M 10.13K 9.87K +2.6
$3.96M 24.68K 24.01K +2.8
$3.86M 31.25K 30.63K +2.0
$3.77M 8.8K 8.55K +2.9
$3.73M 32.35K 31.61K +2.3
$3.67M 6.36K 6.35K +0.2
$3.42M 40.05K 39.53K +1.3
$3.4M 101.62K 95.17K +6.8
$3.34M 9.3K 9.08K +2.4
$3.33M 61.78K 57.4K +7.6
$3.22M 33.14K 32.25K +2.8
$3.19M 15.86K 16.77K -5.5
$3.18M 58.14K 58.28K -0.2
$3.11M 14.87K 13.92K +6.8
$3.03M 15K 14.46K +3.7
$2.97M 49.72K 46.24K +7.5
$2.88M 20.07K 19.4K +3.4
$2.88M 94.92K 95.15K -0.2
$2.82M 9.62K 9.56K +0.6
$2.81M 11.55K 13.23K -12.7
$2.78M 38.48K 42.17K -8.8
$2.73M 13.18K 13.82K -4.6
$2.71M 38.51K 37.29K +3.3
$2.46M 22.67K 21.52K +5.4
$2.27M 832 825 +0.8
$2.26M 20.6K 19.48K +5.8
$2.15M 59.9K 65.96K -9.2
$2.03M 12.14K NEW
$2M 11.38K 11.39K -0.1
$1.99M 14.28K 12.82K +11.4
$1.9M 14.25K 27.43K -48.1
$1.87M 19.46K 26.07K -25.3
Vanguard Mun BD FDS
$1.87M 34.14K 31.04K +10.0
$1.85M 12.22K 12.29K -0.6
$1.76M 17.9K 19.42K -7.8
$1.69M 10.2K 10.19K +0.1
$1.67M 9.19K 9.11K +0.8
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings