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TAYLOR SECURITIES SERVICES, INC.
CRD 304070File 801-125793
APPROVED
Retail clients
Custody
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$252.5M
Below cohort median (national)
Discretionary AUM
$252.4M
Non-discretionary $146K
Clients
767
126 accounts
Employees
11
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 2, 2022
- Principal office
- 3113 NORTH FRONT STREET, HARRISBURG, PA, 17110
- Phone
- 717-232-5808
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $252.5M
- Discretionary AUM
- $252.4M
- Non-discretionary AUM
- $146K
- Discretionary accounts
- 124
- Non-discretionary accounts
- 2
- Total accounts
- 126
- AUM per client
- $329K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $26.5M |
| High net worth individuals | 35 | $86.5M |
| Individuals (other than high net worth individuals) | 730 | $139.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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.