Gabriel Hoffman
Gabriel Hoffman is a registered investment advisor at Taylor Hoffman Capital Management, based in Richmond, VA, with 12 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 513 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Location
1021 East Cary Street, Suite 2100, Richmond, VA, 23219
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gabriel is the Chief Compliance Officer at Taylor Hoffman Wealth Management, a role that takes up his full-time. He also serves as Treasurer for Richmond Parliament and Vice President for Campbell University Central Virginia Alumni Chapter, dedicating minimal time to each.
Employment History
Current Registrations
Taylor Hoffman Capital Management
Previous Registrations
Taylor Hoffman Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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