RIA Intel›Advisers›Tennessee›TAYLOR SECURITIES, INC.

TAYLOR SECURITIES, INC.

Advisory

N·BRENTWOOD, TN

Data as of Dec 22, 2023 · Source: SEC Form ADV

Total AUM

$284M

1-Year AUM Growth

+7.2%

3-Year CAGR

-0.2%

Employees

4

Assets Under Management

Total AUM$284M

Discretionary AUM$139M

Non-Discretionary AUM$145M

Discretionary %49.1%

Total Clients132

Team

Total Employees4

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingJun 7, 2001

Latest FilingDec 22, 2023

🔒 Full AUM trend chart and 46 historical filings spanning 22+ 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 SECURITIES, INC.

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