Taylor Financial Management, LLC

Overview

Taylor Financial Management, LLC is a small, owner-operated advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs customized equity- and fund-based portfolios rather than programmatic model-only solutions. Taylor Financial Management is not positioned as a pension consultant or capital allocator and does not identify as an active ESG investor. Custody and trade execution are handled through Charles Schwab & Co., Inc., which houses the firm’s client assets. Investment activity centers on liquid public markets: the advisor leans heavily on exchange-traded equities and mutual funds to construct client portfolios. The firm’s classification and regulatory history are limited in public disclosures, but its operating footprint and account mix indicate a focused, relationship-driven practice serving individual and family clients through discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices