RIA Intel›Advisers›Arizona›TAYLOR FRIGON CAPITAL MANAGEMENT LLC

TAYLOR FRIGON CAPITAL MANAGEMENT LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$233M

1-Year AUM Growth

-0.7%

3-Year CAGR

-10.6%

Employees

6

Assets Under Management

Total AUM$233M

Discretionary AUM$228M

Non-Discretionary AUM$4M

Discretionary %98.2%

Total Clients154

Team

Total Employees6

Investment Advisers11

Employee Growth (1Y)-28.6%

Filing History

Total Filings on Record47

First FilingJan 10, 2007

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 19+ 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 FRIGON CAPITAL MANAGEMENT LLC

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