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| Taylor Financial Group Inc
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| CRD # | 116744 |
| SEC # | 801-61747 |
| CIK # | 0002012516, 0001610666 |
| AUM | 410.0 M (2026-02-24) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 540-774-7971 |
| Address | 3102 Brambleton Avenue, SW Roanoke, VA 24018 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Norfolk Southern Corp | 23.0 | ||
| Apple Inc | 4.9 | ||
| Lilly Eli & Co | 3.2 | ||
| Home Depot Inc | 3.0 | ||
| Oracle Corp | 2.9 | ||
| Microsoft Corp | 2.8 | ||
| Parker Hannifin Corp | 2.1 | ||
| Lockheed Martin Corp | 2.0 | ||
| Blackstone Group LP | 1.8 | ||
| Fiserv Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 117.1 |
| (b) Individuals (high net worth individuals) | 103 | 291.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,112 | 410.0 |
| By Discretionary | ||
| Discretionary | 1,112 | 410.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,112 | 410.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.0 | |
| Total | 1,112 | 410.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001610666] | |
| 13F-HR | [0002012516] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Retail |
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