TAYLOR FRIGON CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2007

Total AUM

$233M

Discretionary

$228M

98% of AUM

Avg account

$494K

Accounts

471

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 142617
Registered since: February 5, 2007
Website: www.taylorfrigon.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles49.41%
HNWI25.83%
Investment Companies14.01%
Pension & Profit Sharing Plans10.47%
Corporations / Businesses0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Taylor Frigon Capital Management LLC operates as an independent SEC-registered investment adviser organized as an LLC and first registered in 2007. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional clients. Its fee model combines a percentage-of-assets structure with the possibility of performance-based fees. Advisory capabilities span financial planning and portfolio management across individual, pooled vehicle, investment company, and institutional mandates; the firm also produces periodicals or newsletters. Taylor Frigon does not present itself as an ESG-focused investor. It is classified as a single affiliated investment adviser rather than a multi-state adviser in regulatory filings.