RIA Intel›Advisers›Kentucky›TAYLOR ADVISORS, INC.

TAYLOR ADVISORS, INC.

Advisory

N·LOUISVILLE, KY

Data as of Jan 8, 2026 · Source: SEC Form ADV

Total AUM

$16.0B

1-Year AUM Growth

-4.9%

3-Year CAGR

+6.3%

Employees

5

Assets Under Management

Total AUM$16.0B

Discretionary AUM$878M

Non-Discretionary AUM$15.1B

Discretionary %5.5%

Total Clients—

Team

Total Employees5

Investment Advisers14

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record33

First FilingJun 21, 2002

Latest FilingJan 8, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TAYLOR ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.