# TAYLOR & WILLIAMS, INC.

TAYLOR & WILLIAMS, INC. of LUTZ, FL is an SEC-registered investment adviser.

## Registration

- CRD: 121776
- Type: SEC-registered investment adviser
- SEC file number: 801-68272
- Location: 286 CRYSTAL GROVE BLVD., LUTZ, FL, 33548
- Phone: 813-936-0222
- Latest filing: 2026-03-25
- Regulatory AUM: $93.9M
- Discretionary AUM: $93.9M
- Clients: 4
- Accounts: 442

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| WILLIAMS BRENT LON | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121776/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121776/similar
- Related entities: https://search.stillhousedata.com/firm/121776/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121776

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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.