PPrivate Fund Data Log in Join · $37/mo

Taylor Securities, Inc.

CRD 17575SEC# 801-44465Brentwood, TN
Export (members)
No longer SEC-registered. Taylor Securities, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$283.8M
Employees
6
Accounts
342
Location
Brentwood, TN

Taylor Securities, Inc. assets under management

Taylor Securities, Inc. is a registered investment adviser overseen by the SEC based in Brentwood, TN. It reports $283.8 million in regulatory assets under management and employs 6 people.

Taylor Securities, Inc. owners & executives

5 reported
NameTitleOwnershipSince
David Alan Lankford ControlVice President, General Securities PrincipalUnder 5%2014
George Wood Moody ControlMunicipal Securities Principal, General Securities Principal, Chief Compliance Officer, Fin-Op, Sec- Treasurer, CfoUnder 5%2012
Martha Stubblefield Mason ControlPresident10-25%2016
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Taylor Securities, Inc. manage?

Taylor Securities, Inc. reports $283.8 million in regulatory assets under management on its Form ADV.

How many employees does Taylor Securities, Inc. have?

Taylor Securities, Inc. reports 6 employees.

Where is Taylor Securities, Inc. located?

Taylor Securities, Inc. is based in Brentwood, TN.

Does Taylor Securities, Inc. disclose fund performance?

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

Contact & registration

Address100 Winners Circle, Suite 400, Brentwood, TN 37027
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$139.3M
Non-discretionary$144.5M
Total (RAUM)$283.8M