# TAYLOR STEPHENS, INC.

TAYLOR STEPHENS, INC. of DALLAS, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 110055
- Type: SEC-registered investment adviser
- SEC file number: 801-36895
- Location: 12720 HILLCREST RD, SUITE 810, DALLAS, TX, 75230
- Phone: 972-991-1181
- Latest filing: 2025-09-21
- Regulatory AUM: $39.2M
- Discretionary AUM: $7.1M
- Non-discretionary AUM: $32.1M
- Clients: 1
- Accounts: 69

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Taylor Allen | CHAIRMAN EMERITUS/DIRECTOR; PRESIDENT/DIRECTOR | Greer, SC |
| BRINSON WILLIAM KENT | CHAIRMAN/SECRETARY; DIRECTOR/SECRETARY; DIRECTOR/SECRETARY/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BRINSON LISA KATHRYN | PARTNER | — |
| ROARK STEPHANIE DAWN BRINSON | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110055/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110055/similar
- Related entities: https://search.stillhousedata.com/firm/110055/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110055

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.