Data / Investment advisers / Virginia / Taylor Financial Group, Inc.
Taylor Financial Group, Inc., Roanoke, VA: $410 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Taylor Financial Group, Inc. is an SEC registered investment adviser with its main office in Roanoke, Virginia and reports $410 million in regulatory assets under management in its Form ADV filed February 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Taylor Financial Group, Inc. (CRD number 116744): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116744
- SEC file number
- 801-61747
- SEC status
- Approved, effective January 17, 2003
- Main office
- 3102 Brambleton Avenue., SW, Roanoke, VA 24018
- Phone
- (540) 774-7971
- Website
- taylorfg.com
- Regulatory AUM
- $409,990,223 in the Form ADV filed February 24, 2026
- Discretionary AUM
- $409,990,223
- Accounts
- 1,112
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 103 | $291.9 million |
| Individuals (other than high net worth individuals) | 395 | $117.1 million |
| Corporations or other businesses | 2 | $996,359 |
| Charitable organizations | 1 | $122 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $410 million | February 24, 2026 |
| December 1, 2025 | $365 million | March 10, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ravenswood Partners LP | McLean | $436.1 million | 1 | adviserinfo.sec.gov |
| Buttonwood Wealth | Winchester | $425.3 million | Not listed | adviserinfo.sec.gov |
| Sagevest Wealth Management | McLean | $423.2 million | Not listed | adviserinfo.sec.gov |
| Acima Private Wealth LLC | Richmond | $420.4 million | Not listed | adviserinfo.sec.gov |
| Aspect Partners, LLC | Fairfax | $418.2 million | Not listed | adviserinfo.sec.gov |
| Professional Financial Solutions, LLC | Fairfax | $409.7 million | Not listed | adviserinfo.sec.gov |
| Heritage Financial LLC | Gainesville | $408 million | Not listed | adviserinfo.sec.gov |
| Alexander Randolph Advisory Inc | McLean | $403.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Taylor Financial Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.