TAYLOE FINANCIAL SERVICES, LLC

TAYLOE FINANCIAL SERVICES, LLC of TRENT WOODS, NC is an SEC-registered investment adviser (CRD 145172). Regulatory assets under management: $2.4M.

Registration

• CRD: 145172
• Type: Registered investment adviser
• Location: 601 CHELSEA ROAD, TRENT WOODS, NC, 28562
• Phone: 2525710222
• Latest filing: 2026-06-05
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145172 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search