← Back to searchVisit website
TAYLOR FINANCIAL GROUP, INC.
CRD 116744 · SEC 801-61747
3102 BRAMBLETON AVENUE., SW, ROANOKE, VA, 24018, United States
Phone
540-774-7971
Fax
540-774-7697
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$410.0M
Discretionary AUM
$410.0M
Team
6 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 395 | $117.1M |
| High net worth individuals | 103 | $291.9M |
| Charitable organizations | 1 | $122 |
| Corporations/business entities | 2 | $996K |
States served
GA, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD