John H Taylor, LLC

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