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TAYLOR INVESTMENT ADVISORY

TAYLOR, RICHARD WAYNE

CRD 142833

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$4.5M

Discretionary AUM

$4.5M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-01-05

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals4$1.8M
High net worth individuals2$2.8M

Official SEC filing: View on IAPD