T
$56.0M Total AUM
$56.0M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-06-2014
- Office Locations
- 1
Office Locations
-- Franklin TN
About Taylor Financial Management, LLC
Taylor Financial Management is a Franklin, TN-based RIA serving individuals and families nationwide, with a focus on driven, self-made professionals. Led by former corporate CFO and inactive CPA Mike Taylor, the firm delivers personalized wealth management and engaged portfolio oversight emphasizing asset allocation, risk management, and use of ETFs and mutual funds, with custody at Schwab.
Team overview
58 AVG AGE
$56.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL WAYNE TAYLOR
Chief Compliance Officer, Chief Executive Officer, Director
- CRD
- #6389442
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,964,495 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,964,495 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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