Taylor Hoffman Wealth Management Revenue, Growth & Competitor Profile

DBA Taylor Hoffman, Inc.
DBA TAYLOR HOFFMAN CAPITAL MANAGEMENT
DBA TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC
DBA TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Taylor Hoffman Wealth Management

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Taylor Hoffman Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	1021 East Cary Street Suite 2100 Richmond, VA 23219

Note: Revenues for privately held companies are statistical evaluations.


Taylor Hoffman Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Taylor Hoffman Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Taylor Hoffman Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Taylor Hoffman Wealth Management Annual Revenue and Growth Rate

Taylor Hoffman Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Taylor Hoffman Wealth Management's revenues are gauged from an analysis of company filings.

Taylor Hoffman Wealth Management's Income Statement (based on Industry Averages)

Taylor Hoffman Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Taylor Hoffman Wealth Management has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
July 20, 2021	14	100%	$1 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Taylor Hoffman Wealth Management is developing and marketing. Taylor Hoffman Wealth Management doesn't have any recent trademark applications, indicating Taylor Hoffman Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
AVIDUS Software as a service (SAAS) services featuring software for financial portfolio management for use by consumers to open and fund, transfer, make deposits to, and request withdrawals from taxable or retirement brokerage accounts and to review financial holdings, investment expenses, and investment management decisions	05/06/2021
TAYLOR HOFFMAN Financial information and advisory services; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Insurance consultancy; Investment management; Management of private equity funds; Management of a capital investment fund; Private equity fund investment services	02/12/2021

See all trademarks and details in the Full Report.

Market Share of Taylor Hoffman Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Taylor Hoffman Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Taylor Hoffman Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CARY STREET PARTNERS	Richmond, VA	100
PA CAPITAL	Richmond, VA	42
THOMPSON SIEGEL & WALMSLEY	Richmond, VA	39
WEALTHCARE CAPITAL MANAGEMENT	Richmond, VA	33
LONDON COMPANY OF VIRGINIA	Richmond, VA	30
MATRIX CAPITAL MARKETS GROUP	Richmond, VA	24

Other Companies at 1021 East Cary Street, Richmond VA

Company	Headquarters	Revenue ($ MM)
SWEDISH MATCH NORTH AMERICA	Richmond, VA	100
ALL POINTS BROADBAND	Richmond, VA	5
WEST TOWER GROUP	Richmond, VA	0
RICHMOND EQUITIES	Richmond, VA	0
US BANK NATIONAL ASSOCIATION	Richmond, VA	0

Future Competition: Taylor Hoffman Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Taylor Hoffman Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)