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- Custodian
- Ameritas · Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-1987
- Office Locations
- 1
Office Locations
About Taylor Financial Group, Inc.
Taylor Financial Group, Inc. is a Roanoke, VA–based advisory firm focused on helping clients across their full financial lives. The team delivers personalized financial planning, portfolio construction and asset allocation, with retirement, tax and insurance planning support. Investment implementation commonly uses mutual funds and ETFs, and the firm works with custodians such as Schwab. BrokerCheck-listed.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN SAMUEL TAYLOR
Certified Financial Planner, DIRECTOR, President
- CRD
- #2244949
- Ownership
- 50% but less than 75%
MARVIN WILLIAM TAYLOR
Certified Financial Planner, Chairman, DIRECTOR
- CRD
- #443361
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Cassandra Martin Conte
--
- CRD
- #6550107
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,990,223 | $368,696 |
| Non-Discretionary | $0 | -- |
| Total | $409,990,223 | $368,696 |
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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 |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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