$42.4M Total AUM
$39.3M Disc. AUM
-48.6% 3Y CAGR
5 Employees
87 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 08-12-1996
- Office Locations
- 1
Office Locations
53 W. Jackson Suite 901 Chicago IL
About Mitchell Vaught & Taylor INC
Mitchell Vaught & Taylor INC is a Chicago-based RIA. The firm has been operating for 29 years. Managing $42.4M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
67 AVG AGE
$8.5M AVG AUM / ADVISOR
$487.4K AVG AUM / CLIENT
12.1 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Timber Peak pioneer
Investment Themes
Atlas
Investment Vehicles
Alpha
Services
Pathway insight Glacier horizon Timber Optima foundation Frontier Delta North vector
Technology
Signal
Owner & Executives
JOHN THOMAS MITCHELL
Chairman Of The Board, DIRECTOR, President
- CRD
- #1599183
- Ownership
- 50% but less than 75%
(988) 624-1292
ember.north@quantumcapital.com
in linkedin.com/in/bridge-meridian
J
Judith Whitley Macnab
Director, TREASURER
- CRD
- #6880751
- Ownership
- Less than 5%
(921) 343-6794
wave.legacy@matrixcapital.com
in linkedin.com/in/vertex-prime
V
Value north
Bridge focus
- CRD
- #80456
- Ownership
- 1.6%
(636) 382-5751
pathway.ridge@vectorcapital.com
in linkedin.com/in/radial-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,289,328 | $173,081 |
| Non-Discretionary | $3,114,023 | $103,801 |
| Total | $42,403,351 | $164,994 |
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Separately Managed Accounts
Total SMA Asset: $42,403,351
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,273,036,160 | 100.0% |
| Total | $2,273,036,160 | 100.0% |