CRD: 323249
Taylor Frigon Family Office, LLC
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2022
- Office Locations
- 3
Office Locations
About Taylor Frigon Family Office, LLC
Taylor Frigon Capital (Taylor Frigon Family Office, LLC) serves individuals, high-net-worth families, small businesses, and select institutions with institutional-style asset management. Access includes the Taylor Frigon Core Growth Fund (TFCGX), separately managed accounts, private investment partnerships, and family office services spanning planning, estate/tax, and philanthropy. The firm emphasizes values-aligned investing rooted in Natural Law and Judeo-Christian principles, and offers select venture capital opportunities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS E CONNOLLY
Advisor, Chief Compliance Officer
- CRD
- #4219721
- Ownership
- Less than 5%
GERARD JOSEPH FRIGON
Chief Investment Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1624124
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JOHN FEREBEE
Partner
- CRD
- #5666877
GERARD JOSEPH FRIGON
Chief Investment Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1624124
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,955,040 | $1,173,826 |
| Non-Discretionary | $0 | -- |
| Total | $19,955,040 | $1,173,826 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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