Taylor Securities Services, Inc.

Overview

Taylor Securities Services, Inc. is a non-independent retail registered investment adviser that provides portfolio management primarily for individuals, small businesses and select institutional clients. The firm is organized as a corporation, is individually owned, and has been SEC-registered since 2022. It charges fees based on a percentage of assets under management and does not identify as an active ESG investor or a multi-state adviser. Taylor Securities does not position itself as a capital allocator or a pension consultant and is not listed as a related adviser. The firm lists an industry affiliation with an insurance company, indicating a distribution or business relationship in that channel. Its stated advisory activity centers on discretionary portfolio management for individual and small-business clients rather than wholesale third-party manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives