RIA Intel›Advisers›Ohio›TAYLOR FINANCIAL MANAGEMENT INC

TAYLOR FINANCIAL MANAGEMENT INC

Advisory

BEXLEY, OH

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$3M

across 14 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$22M

Non-Discretionary AUM$24M

Discretionary %47.8%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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