Hogantaylor Wealth

RIASEC RegisteredEst. 2010

Total AUM

$593M

Discretionary

$482M

81% of AUM

Avg account

$458K

Accounts

1,294

Employees

Advisory reps

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

FINTRX

Overview

Hogantaylor Wealth is an independent registered investment adviser organized as an LLC and operating since 2010. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator, combining financial planning and discretionary portfolio management with services that include selecting third-party advisers. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm reports not being an active ESG investor. Service lines highlighted in filings include financial planning, portfolio management for individuals and small businesses, pension consulting-related activities, and manager selection. Ownership is a mix of a domestic entity and individual ownership. The adviser positions itself to manage liquid public investments while also allocating to external alternative managers.