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TAYLOR FINANCIAL GROUP, INC.
CRD 116744File 801-61747
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$410.0M
Below cohort median (national)
Discretionary AUM
$410.0M
Clients
501
1,112 accounts
Employees
6
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 17, 2003
- Principal office
- 3102 BRAMBLETON AVENUE., SW, ROANOKE, VA, 24018
- Phone
- 540-774-7971
- Website
- HTTP://WWW.TAYLORFG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $410.0M
- Discretionary AUM
- $410.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,112
- Non-discretionary accounts
- 0
- Total accounts
- 1,112
- AUM per client
- $818K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $996K |
| Charitable organizations | Fewer than 5 | $122 |
| High net worth individuals | 103 | $291.9M |
| Individuals (other than high net worth individuals) | 395 | $117.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.