TAYLOR HOFFMAN WEALTH MANAGEMENT

https://www.facebook.com/TaylorHoffmanInc/ RICHMOND, VA Investment Advisor How do I update this listing?

Taylor Hoffman Wealth Management is based out of Richmond. Taylor Hoffman Wealth Management is a large advisory firm with 214 clients and discretionary assets under management (AUM) of $94,655,892 (Form ADV from 2019-02-07). Their last reported 13F filing for Q2 2019 included $124,363,000 in managed 13F securities and a top 10 holdings concentration of 23.85%. Taylor Hoffman Wealth Management's largest holding is Dominion Energy Inc with shares held of 48,650. Whalewisdom has at least 9 13F filings, and 2 13G filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $124.363 Million
  • Prior Market Value $134.986 Million
  • New Purchases10 stocks
  • Additional Purchases36 stocks
  • Sold out of13 stocks
  • Reduced holdings in92 stocks
  • Top 10 Holdings % 23.85 %
  • Turnover % [1]:5.56%
  • Turnover Alt % [2]: 13.33 %
  • Time Held Top20:4.90 quarters
  • Time Held Top10:3.50 quarters
  • Time Held All:5.23 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.99%
Performance Last 4 Quarters: 1.33%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC
1802 BAYBERRY COURT SUITE 101
RICHMOND VA    23226
Country: United States

Business Phone: (804) 414-0200
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 3,038,440
Total Number of Clients: 214
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-02-07
Name Title Start Date Direct/Indirect % Ownership
TAYLOR, BRANDON, CHRISTOPHER MANAGING MEMBER 10/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ZANDER ADVISORS, LLC MANAGING MEMBER direct 2017-10-01
HOFFMAN, GABRIEL, CHRISTOPHER CHIEF COMPLIANCE OFFICER AND MEMBER 10/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ZANDER ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MEMBER direct 2017-10-01

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-04-12
Name Title Start Date Direct/Indirect % Ownership
TAYLOR, BRANDON, CHRISTOPHER MANAGING MEMBER 10/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ZANDER ADVISORS, LLC MANAGING MEMBER direct 2017-10-01
HOFFMAN, GABRIEL, CHRISTOPHER CHIEF COMPLIANCE OFFICER AND MEMBER 10/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ZANDER ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MEMBER direct 2017-10-01

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