# TAYLOR ADVISORS, INC.

TAYLOR ADVISORS, INC. of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 119300
- Type: SEC-registered investment adviser
- SEC file number: 801-60952
- Location: 700 NORTH HURSTBOURNE PKWY, SUITE 110, LOUISVILLE, KY, 40222
- Phone: 502-412-2524
- Latest filing: 2026-01-08
- Regulatory AUM: $16.0B
- Discretionary AUM: $877.6M
- Non-discretionary AUM: $15.1B
- Clients: 14
- Accounts: 147

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pooled vehicles, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Greg Lee Koleno | DIRECTOR; RPW COO | — |
| Mariane Ashley Lee | INTERIM CHIEF COMPLIANCE OFFICER | — |
| James Todd Taylor | SENIOR VICE PRESIDENT, MANAGING DIRECTOR | — |
| Alexander Alexandrovich Antskaitis | PRESIDENT, MANAGING DIRECTOR | — |
| Adam Sokolic | DIRECTOR | — |
| TAYLOR JAMES TODD | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; PRESIDENT (+2 more) | — |
| MAYS ELISABETH MARIE | CCO | — |
| MEYER VERNON JOSEPH | CCO | — |
| DENOYIOR JOSEPH FREDRICK | PRESIDENT | — |
| ANTSKAITIS ALEXANDER ALEXANDROVICH | CHIEF COMPLIANCE OFFICER; PRESIDENT, MANAGING DIRECTOR; VICE PRESIDENT | — |
| Sokolic Adam | COO; DIRECTOR | — |
| LEE MARIANE ASHLEY | INTERIM CHIEF COMPLIANCE OFFICER | — |
| James "Todd" Taylor | SENIOR VICE PRESIDENT, MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119300/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119300/similar
- Related entities: https://search.stillhousedata.com/firm/119300/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119300

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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.