Mitchell Vaught & Taylor Inc
- Regulatory AUM
- $42.4M
- Discretionary
- $39.3M
- Clients
- 87
- Avg AUM / client
- $487K
- Accounts
- 257
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $24.1M | 56.8% |
| High net worth individuals | 5 | $12.4M | 29.3% |
| State or municipal government entities | 15 | $5.9M | 13.9% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mitchell, John, Thomas | President, Director & Shareholder | Jan 1998 (29y) | 50% – 75% | |
| Macnab, Judith, Whitley | Treasurer, Director & Coo | Nov 2017 (9y) | 25% – 50% | |
| Dwight Lloyd Ower | Director | Dec 2020 (6y) | Less than 5% | |
| Mitchell, Marjorie | Director & Chief Compliance Officer | Dec 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2025 | 853 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2025.
View current Form ADV (SEC/IAPD) ↗