TAYLOR FINANCIAL MANAGEMENT INC

TAYLOR FINANCIAL MANAGEMENT INC of BEXLEY, OH is an SEC-registered investment adviser (CRD 121131). Regulatory assets under management: $45.6M.

Registration

• CRD: 121131
• Type: Registered investment adviser
• Location: 2700 E. MAIN STREET, BEXLEY, OH, 43209
• Phone: 614-235-6710
• Latest filing: 2026-03-29
• Regulatory AUM: $45.6M
• Discretionary AUM: $21.8M
• Non-discretionary AUM: $23.8M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 121131 on SEC IAPD (source of record)
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