Taylor Securities, Inc.
CRD 17575SEC# 801-44465Brentwood, TN
No longer SEC-registered. Taylor Securities, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$283.8M
Employees
6
Accounts
342
Location
Brentwood, TN
Taylor Securities, Inc. assets under management
Taylor Securities, Inc. is a registered investment adviser overseen by the SEC based in Brentwood, TN. It reports $283.8 million in regulatory assets under management and employs 6 people.
Taylor Securities, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alan Lankford Control | Vice President, General Securities Principal | Under 5% | 2014 |
| George Wood Moody Control | Municipal Securities Principal, General Securities Principal, Chief Compliance Officer, Fin-Op, Sec- Treasurer, Cfo | Under 5% | 2012 |
| Martha Stubblefield Mason Control | President | 10-25% | 2016 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Taylor Securities, Inc. manage?
Taylor Securities, Inc. reports $283.8 million in regulatory assets under management on its Form ADV.
How many employees does Taylor Securities, Inc. have?
Taylor Securities, Inc. reports 6 employees.
Where is Taylor Securities, Inc. located?
Taylor Securities, Inc. is based in Brentwood, TN.
Does Taylor Securities, Inc. disclose fund performance?
Taylor Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Winners Circle, Suite 400, Brentwood, TN 37027 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$283.8MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$283.8Mregulatory AUM
Discretionary $139.3MNon-discretionary $144.5M