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TAYLOR FRIGON CAPITAL MANAGEMENT LLC
CRD 142617File 801-67498
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$232.6M
Below cohort median (national)
Discretionary AUM
$228.3M
Non-discretionary $4.3M
Clients
121
471 accounts
Employees
11
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 5, 2007
- Principal office
- 18835 N. THOMPSON PEAK PKWY, SUITE C-200, SCOTTSDALE, AZ, 85255
- Phone
- 805-226-0280
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $232.6M
- Discretionary AUM
- $228.3M
- Non-discretionary AUM
- $4.3M
- Discretionary accounts
- 448
- Non-discretionary accounts
- 23
- Total accounts
- 471
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $579K |
| Investment companies | 1 | $32.6M |
| Charitable organizations | 10 | $56K |
| High net worth individuals | 98 | $60.1M |
| Pooled investment vehicles | 2 | $114.9M |
| Pension and profit sharing plans | 7 | $24.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.