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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2003
- Office Locations
- 2
Office Locations
About Taylor Stephens, Inc.
Taylor Stephens, Inc. is an independent, fee-only RIA based in Texas providing comprehensive, ongoing financial guidance that ties personalized investment strategies to clients’ broader life plans. The firm focuses on protecting accumulated wealth over a lifetime and beyond, with portfolio construction centered on asset allocation and risk management across fixed income, mutual funds and ETFs. Client assets are custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOHN NOEL
Chief Compliance Officer, President, Secretary
- CRD
- #2082516
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM KENT BRINSON
President
- CRD
- #30774
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,125,126 | $235,545 |
| Non-Discretionary | $32,086,780 | -- |
| Total | $39,211,906 | $235,545 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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