TAYLOE FINANCIAL SERVICES, LLC

Overview

Tayloe Financial Services, LLC is an independent, owner-managed registered investment adviser that serves individuals and families with a small, hands-on practice. The firm combines financial planning and portfolio management for individuals and small businesses and also maintains broker-dealer and other financial product sales activities. Its advisory approach is equity‑oriented: filings show a clear preference for equity exposure, with the largest single asset class held outside of exchange-traded markets. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees, which supports both ongoing portfolio relationships and project-based planning assignments. The firm is not identified as an active ESG investor and does not report being a multi-state or pension consultant adviser. Capital allocation to third‑party alternative managers is not documented on its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices