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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-03-1994
- Office Locations
- 1
Office Locations
About Financial Concepts Unlimited, Inc.
Financial Concepts Unlimited is an investment advisory firm providing wealth management and financial planning, including estate and business planning, executive benefits and tax planning, and employee benefits/ESOP and insurance support. Portfolios are built with a risk-adjusted, research-driven approach and vetted through an investment committee. Serves retail and institutional clients; custody includes Charles Schwab; securities may be offered through Purshe Kaplan Sterling Investments (FINRA/SIPC).
Reported data analysis
What the numbers show
Between March 24, 2025 and March 29, 2026, reported AUM increased 21.9%, from $189.8M to $231.4M.
Across 5 reported observations, AUM increased 51.0% between March 31, 2022 and March 29, 2026, from $153.2M to $231.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 201 clients, or 100.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 29, 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
- Industry Interests
- Investment Themes
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Owner & Executives
JOHN RUSSELL TAYLOR JR.
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4195320
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,359,976 | $348,434 |
| Non-Discretionary | $0 | -- |
| Total | $231,359,976 | $348,434 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Concepts Unlimited, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.