Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L

RIASEC Registered
Total AUM
$513M
Discretionary
$470M
92% of AUM
Avg account
$489K
Accounts
1,049
Employees
8
Advisory reps
7

Firm details

Headquarters
Troy, Michigan
CRD number
156177
Registered since
May 8, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI54.43%
  • Individuals27.68%
  • Pension & Profit Sharing Plans17.32%
  • Corporations / Businesses0.55%
  • Other0.01%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Taylor & Morgan Asset Management, LLC, doing business as Tm Advisors, L, is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (initial registration year 2018) and is owned by an individual. Its client mix includes high‑net‑worth individuals and families as well as institutional relationships. Core services are financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Fee arrangements combine percentage‑of‑assets and hourly billing. The firm does not identify as an active ESG investor and reports affiliations that include municipal advisory work and participation as sponsor/GP/managing member of pooled investment vehicles, alongside relationships with accounting and law firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Cash & Cash Equivalents 18%, Private Funds 13%, Exchange Traded Equities 11%, US Government Bonds 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%56%
  • Public Funds/Mutual Funds56%
  • Cash & Cash Equivalents18%
  • Private Funds13%
  • Exchange Traded Equities11%
  • US Government Bonds2%

Contacts

3 of 7
  • Robert Taylor

    Robert Taylor

    PartnerCRD 5833240

  • Brett Long

    Brett Long

    Asset ManagementCRD 6340519

  • Andrew Morgan

    Andrew Morgan

    AdvisorCRD 6863390

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 65

Active vs passive

$196M in ETFs

Passive

90%

$177M

Active

9%

$19M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$39.1M51,32319.99%

Location

Primary office

Troy, MI

Oakland

Location

Troy, MI

Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
3150 Livernois Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth