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THE TAYLOR ADVISORY GROUP LLC

Advisory

AZ

Data as of Jul 30, 2026 · Source: SEC Form ADV

Rank in AZ

#277

of 387 advisers by AUM

Average account

$2M

across 60 accounts

AUM per adviser

$48M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM

$95M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$95M

Discretionary AUM$95M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA

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

60 clients

51 high-net-worth

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

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