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Taylor Advisors, Inc.

CRD 119300SEC# 801-60952Louisville, KY
Export (members)
No longer SEC-registered. Taylor Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$15.95B
Employees
14
Accounts
147
Location
Louisville, KY

Taylor Advisors, Inc. assets under management

Taylor Advisors, Inc. is an SEC-registered investment adviser based in Louisville, KY. It reports $16 billion in regulatory assets under management and employs 14 people.

Taylor Advisors, Inc. owners & executives

12 reported
NameTitleOwnershipSince
Adam SokolicDirectorUnder 5%2022
Alexander Alexandrovich Antskaitis ControlPresident, Managing DirectorUnder 5%2022
James "todd" Taylor ControlSenior Vice President, Managing DirectorUnder 5%2022
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Frequently asked questions

How much does Taylor Advisors, Inc. manage?

Taylor Advisors, Inc. reports $16 billion in regulatory assets under management on its Form ADV.

How many employees does Taylor Advisors, Inc. have?

Taylor Advisors, Inc. reports 14 employees.

Where is Taylor Advisors, Inc. located?

Taylor Advisors, Inc. is based in Louisville, KY.

Does Taylor Advisors, Inc. disclose fund performance?

Taylor Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address700 North Hurstbourne Pkwy, Suite 110, Louisville, KY 40222
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$877.6M
Non-discretionary$15.07B
Total (RAUM)$15.95B