HOGANTAYLOR WEALTH
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 129696
- Registered since
- January 21, 2010
- Website
- www.hogantaylorwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.83%
- Individuals16.04%
- Pension & Profit Sharing Plans1.57%
- Charitable Organizations0.55%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hogantaylor Wealth is an independent, SEC-registered investment adviser organized as an LLC and operating since 2010. The firm acts as a capital allocator for both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds82%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
Contacts
3 of 6WESTON CUNNINGHAM
Associate AdvisorCRD 7852919
CRAIG CANARD
Wealth AdvisorCRD 4090114
BARRY LOGAN
Senior Wealth ManagerCRD 2747479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$242M in ETFs
59%
$143M
40%
$98.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) | Dimensional | Active | Foreign Large Value | $17M | 322,412 | 7.03% |
Location
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 2222 S Utica Pl
- Time zone
- CT (UTC-6)
- Office locations
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