About
Taylor Hoffman is an investment centered organization driven to build the world's most impactful financial firm. We are purpose-driven to make a material impact through our investment strategies, financial planning, education, and coaching.
- Richmond, United States of America
- Legal Name: Taylor Hoffman, INC.
- Company ID: 84-3248379
- Year Founded: 2018
- Industry: Investment Management
- Website: https://taylorhoffman.com
- SEC Filings
Highlights
$25.3M
CF Valuation
$496.6K
Total Raised
$2.3M
Revenue
8
Employees
Indicators
Profit Margin
-47%
(-6.4%)
2021: -40.6%
Current Ratio
3.82
(-60.9%)
2021: 9.78
Revenue Growth
Financials
| INCOME STATEMENT | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Revenue | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Cost of Goods Sold | $0 | $0 | $0 | — |
| Gross Profit | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Other Costs | -$3,430,706 | -$2,629,333 | -$1,347,173 | 155% |
| Taxes Paid | -$19,785 | -$11,955 | -$19,815 | -0% |
| Net Income | -$1,103,713 | -$747,455 | -$19,835 | 5,464% |
| BALANCE SHEET | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Cash | $21,865 | $49,040 | $135,804 | -84% |
| Accounts Receivable | $250 | $14,093 | $17,584 | -99% |
| Total Liquidity | $22,115 | $63,133 | $153,388 | -86% |
| Other Assets | $1,791,772 | $2,176,305 | $306,483 | 485% |
| Total Assets | $1,813,887 | $2,239,438 | $459,871 | 294% |
| Short Term debt | $475,334 | $372,322 | $210,408 | 126% |
| Long Term debt | $80,787 | $2,559,193 | $200,890 | -60% |
| Total Debt | $556,121 | $2,931,515 | $411,298 | 35% |
| Other Liabilities | $1,257,766 | -$692,077 | $48,573 | 2,489% |
| Total Liabilities | $1,813,887 | $2,239,438 | $459,871 | 294% |
Revenue Growth
Employee Growth
Financials
| INCOME STATEMENT | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Revenue | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Cost of Goods Sold | $0 | $0 | $0 | — |
| Gross Profit | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Other Costs | -$3,430,706 | -$2,629,333 | -$1,347,173 | 155% |
| Taxes Paid | -$19,785 | -$11,955 | -$19,815 | -0% |
| Net Income | -$1,103,713 | -$747,455 | -$19,835 | 5,464% |
| BALANCE SHEET | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Cash | $21,865 | $49,040 | $135,804 | -84% |
| Accounts Receivable | $250 | $14,093 | $17,584 | -99% |
| Total Liquidity | $22,115 | $63,133 | $153,388 | -86% |
| Other Assets | $1,791,772 | $2,176,305 | $306,483 | 485% |
| Total Assets | $1,813,887 | $2,239,438 | $459,871 | 294% |
| Short Term debt | $475,334 | $372,322 | $210,408 | 126% |
| Long Term debt | $80,787 | $2,559,193 | $200,890 | -60% |
| Total Debt | $556,121 | $2,931,515 | $411,298 | 35% |
| Other Liabilities | $1,257,766 | -$692,077 | $48,573 | 2,489% |
| Total Liabilities | $1,813,887 | $2,239,438 | $459,871 | 294% |
| INCOME STATEMENT | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Revenue | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Cost of Goods Sold | $0 | $0 | $0 | — |
| Gross Profit | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Other Costs | -$3,430,706 | -$2,629,333 | -$1,347,173 | 155% |
| Taxes Paid | -$19,785 | -$11,955 | -$19,815 | -0% |
| Net Income | -$1,103,713 | -$747,455 | -$19,835 | 5,464% |
| BALANCE SHEET | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Cash | $21,865 | $49,040 | $135,804 | -84% |
| Accounts Receivable | $250 | $14,093 | $17,584 | -99% |
| Total Liquidity | $22,115 | $63,133 | $153,388 | -86% |
| Other Assets | $1,791,772 | $2,176,305 | $306,483 | 485% |
| Total Assets | $1,813,887 | $2,239,438 | $459,871 | 294% |
| Short Term debt | $475,334 | $372,322 | $210,408 | 126% |
| Long Term debt | $80,787 | $2,559,193 | $200,890 | -60% |
| Total Debt | $556,121 | $2,931,515 | $411,298 | 35% |
| Other Liabilities | $1,257,766 | -$692,077 | $48,573 | 2,489% |
| Total Liabilities | $1,813,887 | $2,239,438 | $459,871 | 294% |
| INCOME STATEMENT | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Revenue | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Cost of Goods Sold | $0 | $0 | $0 | — |
| Gross Profit | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Other Costs | -$3,430,706 | -$2,629,333 | -$1,347,173 | 155% |
| Taxes Paid | -$19,785 | -$11,955 | -$19,815 | -0% |
| Net Income | -$1,103,713 | -$747,455 | -$19,835 | 5,464% |
| BALANCE SHEET | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Cash | $21,865 | $49,040 | $135,804 | -84% |
| Accounts Receivable | $250 | $14,093 | $17,584 | -99% |
| Total Liquidity | $22,115 | $63,133 | $153,388 | -86% |
| Other Assets | $1,791,772 | $2,176,305 | $306,483 | 485% |
| Total Assets | $1,813,887 | $2,239,438 | $459,871 | 294% |
| Short Term debt | $475,334 | $372,322 | $210,408 | 126% |
| Long Term debt | $80,787 | $2,559,193 | $200,890 | -60% |
| Total Debt | $556,121 | $2,931,515 | $411,298 | 35% |
| Other Liabilities | $1,257,766 | -$692,077 | $48,573 | 2,489% |
| Total Liabilities | $1,813,887 | $2,239,438 | $459,871 | 294% |
| INCOME STATEMENT | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Revenue | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Cost of Goods Sold | $0 | $0 | $0 | — |
| Gross Profit | $2,346,778 | $1,893,833 | $1,347,153 | 74% |
| Other Costs | -$3,430,706 | -$2,629,333 | -$1,347,173 | 155% |
| Taxes Paid | -$19,785 | -$11,955 | -$19,815 | -0% |
| Net Income | -$1,103,713 | -$747,455 | -$19,835 | 5,464% |
| BALANCE SHEET | 2022 | 2021 | 2020 | TOTAL GROWTH |
|---|---|---|---|---|
| Cash | $21,865 | $49,040 | $135,804 | -84% |
| Accounts Receivable | $250 | $14,093 | $17,584 | -99% |
| Total Liquidity | $22,115 | $63,133 | $153,388 | -86% |
| Other Assets | $1,791,772 | $2,176,305 | $306,483 | 485% |
| Total Assets | $1,813,887 | $2,239,438 | $459,871 | 294% |
| Short Term debt | $475,334 | $372,322 | $210,408 | 126% |
| Long Term debt | $80,787 | $2,559,193 | $200,890 | -60% |
| Total Debt | $556,121 | $2,931,515 | $411,298 | 35% |
| Other Liabilities | $1,257,766 | -$692,077 | $48,573 | 2,489% |
| Total Liabilities | $1,813,887 | $2,239,438 | $459,871 | 294% |
Indicators
Profit Margin
-47%
(-6.4%)
2021: -40.6%
Current Ratio
3.82
(-60.9%)
2021: 9.78
Efficiency Ratio
∞
(0%)
2021: ∞
Key figures
| INCOME STATEMENT | 2022 | 2021 | 2020 |
|---|---|---|---|
| Revenue Growth | 24% | 41% | ∞ |
| Profit Margin | -47% | -40% | -2% |
| Current Ratio | 4% | 6% | 2% |
| Efficiency Ratio | 0% | 0% | 0% |
| Solvency Ratio | -198% | -26% | -5% |
| Debt Ratio | 31% | 131% | 89% |
Funding History
1 Funding Round
$496,550Total Raised
$25,343,750CF Valuation
—Valuation Growth
| ROUND | STATUS | CLOSE DATE | RAISED | PLATFORM | SECURITY | TERMS | GROWTH | REGULATION | DAYS OPEN | START DATE |
|---|---|---|---|---|---|---|---|---|---|---|
1. Closed | Closed | Apr 30, 2023 | $496,550 | Wefunder | Equity | $25M valuation | — | SEC Reg CF | 410 days | Mar 16, 2022 |
