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TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L
Legal name: TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
CRD 156177File 801-113195
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$512.5M
Above cohort median (national)
Discretionary AUM
$469.8M
Non-discretionary $42.7M
Clients
451
1,049 accounts
Employees
8
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 8, 2018
- Principal office
- 3150 LIVERNOIS RD., SUITE 175, TROY, MI, 48083
- Phone
- 248-688-9399
- Website
- https://www.tmadvisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $512.5M
- Discretionary AUM
- $469.8M
- Non-discretionary AUM
- $42.7M
- Discretionary accounts
- 1,029
- Non-discretionary accounts
- 20
- Total accounts
- 1,049
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.8M |
| High net worth individuals | 63 | $279.0M |
| Pension and profit sharing plans | 30 | $88.8M |
| Individuals (other than high net worth individuals) | 357 | $141.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Aug 17, 2026 | Clients | 452 | 451 | decreased by1 |
| Apr 1, 2026 | Clients | 430 | 452 | increased by22 |
| Apr 1, 2026 | AUM | $326,999,538 | $512,510,120 | increased by$185,510,582 |
| Apr 1, 2026 | Accounts | 995 | 1,049 | increased by54 |
| Jan 1, 2026 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 385 | 430 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $254,147,833 | $326,999,538 | increased by$72,851,705 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 873 | 995 | increased by122 |
| May 1, 2022 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2022 | Clients | 442 | 385 | decreased by57 |
| Mar 1, 2022 | AUM | $209,000,000 | $254,147,833 | increased by$45,147,833 |
| Mar 1, 2022 | Accounts | 816 | 873 | increased by57 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TAYLOR MORGAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TAYLOR MORGAN” may also match similarly-named firms). Confirm identity against each filing.
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.