Taylor Financial Group, Inc.
● SEC registered since 2003CRD 116744SEC# 801-61747Roanoke, VA
Reg. AUM
$410M
Employees
6
Accounts
1,112
Location
Roanoke, VA
Taylor Financial Group, Inc. assets under management
Taylor Financial Group, Inc. is an SEC-registered investment adviser based in Roanoke, VA. The firm has been registered since 2003. It reports $410 million in regulatory assets under management and employs 6 people.
Taylor Financial Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Steve Arce Control | Vice President/Chief Compliance Officer | 10-25% | 2020 |
| John Samuel Taylor Control | President/Director | 50-75% | 1992 |
| Marvin William Taylor Control | Chairman/Director | 25-50% | 1986 |
Frequently asked questions
How much does Taylor Financial Group, Inc. manage?
Taylor Financial Group, Inc. reports $410 million in regulatory assets under management on its Form ADV.
How many employees does Taylor Financial Group, Inc. have?
Taylor Financial Group, Inc. reports 6 employees.
Where is Taylor Financial Group, Inc. located?
Taylor Financial Group, Inc. is based in Roanoke, VA and has been SEC-registered since 2003.
Does Taylor Financial Group, Inc. disclose fund performance?
Taylor Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3102 Brambleton Avenue., SW, Roanoke, VA 24018 |
| Phone | 540-774-7971 |
| Fax | 540-774-7697 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2012516 |
| Discloses disciplinary history | No |
Regulatory AUM
$410M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$410Mregulatory AUM
Discretionary $410M