Taylor K A Associates Inc

Overview

Taylor K A Associates Inc is a small, fixed-fee advisory firm that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm’s filings show a clear preference for publicly traded equities as the primary building block of client portfolios, with investment activity concentrated in exchange-listed instruments. The advisory model is fee-driven rather than percentage-based, and the firm is not positioned as an ESG-focused manager. Services center on personalized planning and portfolio oversight rather than institutional consulting or multi-state distribution. Given the firm’s owner type is listed as an individual, the business appears to operate in a compact, hands-on fashion, managing a modest asset base with a narrow set of service lines.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices