Taylor Financial Group, Inc.
Firm details
- Headquarters
- Roanoke, Virginia
- CRD number
- 116744
- Registered since
- January 17, 2003
- Website
- www.taylorfg.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.19%
- Individuals28.57%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Taylor Financial Group, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2003. The firm serves both individual and family clients and institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines AUM-based fees with fixed-fee arrangements. Taylor Financial Group does not position itself as a capital allocator and does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities27%
- Cash & Cash Equivalents5%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$107M in ETFs
69%
$73.1M
31%
$33.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $30.4M | 336,973 | 28.48% |
Location
Roanoke, VA
Roanoke
Location
Roanoke, VA
Headquartered in Roanoke, VA, in the South of the United States.
- Region
- South
- County
- Roanoke
- Address
- 3102 Brambleton Ave
- Time zone
- ET (UTC-5)
- Office locations
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