Taylor Financial Group, Inc.
Taylor Financial Group, Inc. is an SEC-registered mass-market adviser in Roanoke, VA with $410.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Taylor Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116744, SEC 801-61747, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $410.0M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Roanoke, VA
- Employees
- 6
- Clients
- 501
- CRD
- 116744
- Ownership
- TAYLOR, MARVIN, WILLIAM; TAYLOR, JOHN, SAMUEL; Arce, Jay, Steve
How much AUM does Taylor Financial Group, Inc. have?
Taylor Financial Group, Inc. reported $410.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Taylor Financial Group, Inc.?
Disclosed owners and executives of Taylor Financial Group, Inc. include TAYLOR, MARVIN, WILLIAM, TAYLOR, JOHN, SAMUEL, Arce, Jay, Steve. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.