# TAYLOR FINANCIAL GROUP, INC.

TAYLOR FINANCIAL GROUP, INC. of ROANOKE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 116744
- Type: SEC-registered investment adviser
- SEC file number: 801-61747
- Location: 3102 BRAMBLETON AVENUE., SW, ROANOKE, VA, 24018
- Phone: 540-774-7971
- Latest filing: 2026-02-24
- Regulatory AUM: $410.0M
- Discretionary AUM: $410.0M
- Clients: 6
- Accounts: 1,112

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jay Steve Arce | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Marvin William Taylor | CHAIRMAN/DIRECTOR | — |
| John Samuel Taylor | PRESIDENT/DIRECTOR | Roanoke, VA |
| TAYLOR SAMUEL | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT/DIRECTOR; VICE-PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| TAYLOR JEFFREY WILLIAM | CHAIRMAN/DIRECTOR; PRESIDENT/DIRECTOR | — |
| Arce Jay Steve | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116744/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116744/similar
- Related entities: https://search.stillhousedata.com/firm/116744/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116744

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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.