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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2004
- Office Locations
- 3
Office Locations
About Hogantaylor Wealth
HoganTaylor Wealth is an independent, fee-only fiduciary RIA providing integrated wealth management for individuals, families, and business owners. The team delivers holistic planning across investments, tax and estate strategy, insurance protection, and legacy planning, plus outsourced family office support. They also advise endowments/foundations and act as fiduciary partners for 401(k) plans and executive planning; assets are custodied at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATHEW REED BACON
Chief Executive Officer, Vice President
- CRD
- #2905491
- Ownership
- 10% but less than 25%
AUSTIN Blair BRYAN
CHIEF OPERATING OFFICER, Financial Advisor, General Partner
- CRD
- #6377623
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Brandon Robert Biles
Senior Advisor
- CRD
- #6800602
CRAIG ALAN CANARD
Wealth Manager
- CRD
- #4090114
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $482,211,043 | $414,627 |
| Non-Discretionary | $110,584,556 | $844,157 |
| Total | $592,795,599 | $458,111 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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