MITCHELL VAUGHT & TAYLOR INC

RIASEC RegisteredEst. 1996

Total AUM

$42.4M

Discretionary

$39.3M

93% of AUM

Avg account

$165K

Accounts

257

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 106160
Registered since: August 12, 1996
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals56.79%
HNWI29.28%
State / Municipal Government13.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Mitchell Vaught & Taylor Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 1996. The firm serves both individual and family clients as well as institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and support in selecting other advisers. The firm also engages in publishing periodicals or newsletters. Its fee model includes percentage-of-assets-under-management pricing alongside hourly charges. The firm identifies itself as a capital allocator and does not position as an active ESG investor or a multi-state adviser.