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TAYLOR FRIGON CAPITAL MANAGEMENT LLC

CRD 142617 · SEC 801-67498

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18835 N. THOMPSON PEAK PKWY, SUITE C-200, SCOTTSDALE, AZ, 85255, United States

Phone

805-226-0280

Fax

805-226-0280

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$232.6M

Discretionary AUM

$228.3M

Team

11 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicals

Client types

TypeClientsAUM
High net worth individuals98$60.1M
Investment companies1$32.6M
Pooled investment vehicles2$114.9M
Pension/profit sharing plans7$24.4M
Charitable organizations10$56K
Corporations/business entities3$579K

States served

AZ, CA, ID, TX

All web addresses on file

Official SEC filing: View on IAPD