Taylor Frigon Family Office, Llc
- Regulatory AUM
- $20.0M
- Discretionary
- $20.0M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 17
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $20.0M | 100.0% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frigon, Karen, Taylor | Co Trustee | Jun 2009 (17y) | ≈ 18.75% – 56.25% via Gerard J. Frigon And Karen T. Frigon Revocable Trust, Dated March 1, 1999 | |
| Gerard Joseph Frigon | Co Trustee | Jun 2009 (17y) | ≈ 18.75% – 56.25% via Gerard J. Frigon And Karen T. Frigon Revocable Trust, Dated March 1, 1999 | |
| Scharber, Anja, Marie | Co Trustee | Sep 2022 (4y) | GP / trustee / elected manager of Scharber Family Trust Dated October 6, 2021 (indirect) | |
| Wold, John, C. | Owner And Member | Sep 2022 (4y) | ≈ 12.5% – 37.5% via Mjcw Llc | |
| Wold, Michael, C. | Owner And Member | Sep 2022 (4y) | ≈ 12.5% – 37.5% via Mjcw Llc | |
| Douglas E Connolly | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| John Ferebee | Registered representative | Jan 2023 (4y) | ||
| Jennifer Oanh Hall | Registered representative | Jan 2023 (4y) | ||
| Kameron Anthony Gilbert | Registered representative | Dec 2023 (3y) | ||
| Michael Gerard Frigon | Registered representative | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Taylor Frigon Capital Management Llc | Owner | Sep 2022 | A | 50% – 75% |
| Ryan M. Scharber Plc | Owner | Sep 2022 | A | 25% – 50% |
| Mjcw Llc | Owner | Sep 2022 | A | 25% – 50% |
| Gerard J. Frigon And Karen T. Frigon Revocable Trust, Dated March 1, 1999 | Owner | Jun 2009 | B | ≈ 37.5% – 75% via Taylor Frigon Capital Management Llc |
| Scharber Family Trust Dated October 6, 2021 | Owner And Sole Member | Sep 2022 | B | ≈ 18.75% – 50% via Ryan M. Scharber Plc |
| Ryan M. Scharber | Co Trustee | Sep 2022 | B | GP / trustee / elected manager of Scharber Family Trust Dated October 6, 2021 (indirect) |
Estimated effective ownership (look-through of filed bands):
- Frigon, Karen, Taylor: 50% – 75% of Gerard J. Frigon And Karen T. Frigon Revocable Trust, Dated March 1, 1999 × 75% – 100% of Taylor Frigon Capital Management Llc × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
- Gerard Joseph Frigon: 50% – 75% of Gerard J. Frigon And Karen T. Frigon Revocable Trust, Dated March 1, 1999 × 75% – 100% of Taylor Frigon Capital Management Llc × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
- Wold, John, C.: 50% – 75% of Mjcw Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Wold, Michael, C.: 50% – 75% of Mjcw Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Gerard J. Frigon And Karen T. Frigon Revocable Trust, Dated March 1, 1999: 75% – 100% of Taylor Frigon Capital Management Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Scharber Family Trust Dated October 6, 2021: 75% – 100% of Ryan M. Scharber Plc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 05/13/2026 | 1.16 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $20.0M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗