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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-06-2016
- Office Locations
- 1
Office Locations
About Deep Roots Capital
Deep Roots Capital is a boutique RIA in Harrison, Arkansas serving entrepreneurs with asset allocation and portfolio construction using ETF- and U.S. government/agency bond-heavy models. The firm provides ongoing asset management plus tax planning, estate planning, business-succession and insurance guidance, and custodies primarily with Charles Schwab and Interactive Brokers while running portfolios on Black Diamond.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 111 clients, or 111 clients per representative. That equates to $412.7K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Deep Roots Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MAURICE ALDON TAYLOR
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5676684
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,808,832 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,808,832 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Deep Roots Capital has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.