CRD: 156177
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2011
- Office Locations
- 2
Office Locations
About Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L
TM Advisors provides customized portfolio management and wealth planning with a heavy emphasis on tax strategy, backed by CPAs and CFPs. The firm also advises on M&A and liquidity events—valuation through post-close, tax-optimized structuring and reinvestment. Investment approach blends traditional allocations with private real estate, infrastructure, private equity and private credit alternatives; clients include business owners. Custody includes Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ROBERT THOMAS TAYLOR
President
- CRD
- #5833240
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRETT JAMES LONG
Managing Director
- CRD
- #6340519
Bryan Jeffrey Long
Chief Financial Officer
- CRD
- #6562843
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469,818,445 | $456,578 |
| Non-Discretionary | $42,691,675 | $2,134,584 |
| Total | $512,510,120 | $488,570 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | 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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