TAYLOR ADVISORY GROUP

Overview

Taylor Advisory Group is an independent, owner-run registered investment adviser that serves individual and family clients, with an emphasis on discretionary portfolio management. The firm combines financial planning, investment management for individuals and small businesses, and educational workshops, and also operates an insurance brokerage practice. Investment activity is centered on equities — the firm favors exchange-traded instruments and separately managed equity sleeves as the primary building blocks of client portfolios. Most client relationships are managed on a discretionary basis, allowing the firm to implement and rebalance equity-heavy allocations without seeking client approval for every trade. Taylor Advisory Group is not positioned as an ESG-focused manager. It uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures) to match client needs and typically targets high-net-worth households given its average client size.

Assets & Accounts

Public Holdings

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Location & Offices