RIA Intel›Advisers›Tennessee›TAYLOR FINANCIAL MANAGEMENT, LLC

TAYLOR FINANCIAL MANAGEMENT, LLC

Advisory

TN

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in TN

#331

of 380 advisers by AUM

Average account

$518K

across 108 accounts

AUM per adviser

$56M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, TN

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

51 clients

22 high-net-worth

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

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