RIA Intel›Advisers›North Carolina›TAYLOR FINANCIAL, LLC

TAYLOR FINANCIAL, LLC

Advisory

WILMINGTON, NC

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in NC
#501
of 516 advisers by AUM
Average account
$327K
across 169 accounts
AUM per adviser
$55M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$55M
Discretionary %
100%
Clients
46
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

SEAMOUNT INVESTMENTS LLC
CHAPEL HILL, NC
$55M
PISCES FINANCIAL ADVISORS, LLC
$56M
MORAN TICE CAPITAL MANAGEMENT LLC
$56M
OCEAN ADVISORS, LLC
CHARLOTTE, NC
$55M
FREITAG FINANCIAL GROUP, LLC
CHARLOTTE, NC
$55M
STONEGATE WEALTH MANAGEMENT, LLC
CARY, NC
$54M
+3.2% 1Y

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