John H Taylor, LLC

RIASEC Registered
Total AUM
$16.7M
Discretionary
$16.7M
100% of AUM
Avg account
$121K
Accounts
138
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154041
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

John H Taylor, LLC is an independent registered investment adviser structured as a limited liability company and led by John H Taylor. The firm focuses on serving individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its advisory model combines a percentage-of-assets fee for ongoing relationships with hourly charges for discrete planning work. Investment activity tilts toward publicly traded equities, with a clear preference for exchange-traded instruments as the core of client portfolios. The firm does not position itself as an ESG-focused manager and is not structured as a multi-state adviser. Strategy appears to emphasize liquid, easily tradable holdings for core exposure while using fixed income and credit allocations to temper volatility and provide income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Non-Exchange Traded Equities 25%, Cash & Cash Equivalents 20%, Sovereign Bonds 10%45%
  • Exchange Traded Equities45%
  • Non-Exchange Traded Equities25%
  • Cash & Cash Equivalents20%
  • Sovereign Bonds10%

Contacts

1 of 1
  • John Taylor

    Managing MemberCRD 4846081

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth