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| Happy Holidays!! thanks for using AUM13F!! |
| Taylor Financial Group Inc
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| CRD # | 116744 |
| SEC # | 801-61747 |
| CIK # | 0002012516, 0001610666 |
| AUM | $365.0 M (2025-03-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 540-774-7971 |
| Address | 3102 Brambleton Avenue, SW Roanoke, VA 24018 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002012516 0001610666 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Norfolk Southern Corp | 21.6 | ||
| Fiserv Inc | 4.8 | ||
| Oracle Corp | 4.8 | ||
| Apple Inc | 4.0 | ||
| Microsoft Corp | 3.8 | ||
| Home Depot Inc | 3.3 | ||
| Lilly Eli & Co | 2.7 | ||
| Blackstone Group LP | 2.3 | ||
| Lowes Companies Inc | 1.8 | ||
| Parker Hannifin Corp | 1.7 | ||
| Microchip Technology Inc | 1.6 | ||
| AT&T Inc | 1.6 | ||
| Lockheed Martin Corp | 1.5 | ||
| BB&T Corp | 1.4 | ||
| Marriott International Inc /MD/ | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 117.1 |
| (b) Individuals (high net worth individuals) | 93 | 247.3 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,132 | 365.0 |
| By Discretionary | ||
| Discretionary | 1,132 | 365.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,132 | 365.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.0 | |
| Total | 1,132 | 365.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001610666] | |
| 13F-HR | [0002012516] |
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|---|---|---|
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Solomon API LLC
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