# TAGGART FINANCIAL GROUP, INC.

TAGGART FINANCIAL GROUP, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 111630
- Type: SEC-registered investment adviser
- SEC file number: 801-60386
- Location: 770 SOUTH POST OAK LANE,SUITE 690, HOUSTON, TX, 77056
- Phone: 713-961-9888
- Latest filing: 2011-02-11
- Regulatory AUM: $17.6M
- Discretionary AUM: $16.1M
- Non-discretionary AUM: $1.5M
- Clients: 1
- Accounts: 195

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| TAGGART PHILIP WINSTON | CHAIRMAN | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111630/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111630/similar
- Related entities: https://search.stillhousedata.com/firm/111630/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111630

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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.