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The Taylor Advisory Group Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 288437
·
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ADV data as of Jul 30, 2026
- Regulatory AUM
- $95.1M
- Discretionary
- $95.1M
- Clients
- 60
- Avg AUM / client
- $1.6M
- Accounts
- 60
- Employees
- 2
AUM over time
$95.1M
$95.1M
Jul 16, 2026
Jul 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $965K | 1.01% |
| High net worth individuals | 51 | $94.1M | 99.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip Sargent Taylor | Registered representative | Jun 2017 (9y) | ||
| Hyun Soo Lee | Registered representative | Jul 2017 (9y) |
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) | 07/16/2026 | 1.01 MB | 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
- • Fixed fees
- • Other fees
- • PERCENT OF AGI OR NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗