# TAYLOR SECURITIES, INC.

TAYLOR SECURITIES, INC. of BRENTWOOD, TN is an SEC-registered investment adviser.

## Registration

- CRD: 17575
- Type: SEC-registered investment adviser
- SEC file number: 801-44465
- Location: 100 WINNERS CIRCLE, SUITE 400, BRENTWOOD, TN, 37027
- Phone: 615-372-1356
- Latest filing: 2025-01-02
- Regulatory AUM: $283.8M
- Discretionary AUM: $139.3M
- Non-discretionary AUM: $144.5M
- Clients: 6
- Accounts: 342

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| [Martha Stubblefield Mason](https://search.stillhousedata.com/person/726617) | PRESIDENT | — |
| [William Graham Iii Taylor](https://search.stillhousedata.com/person/726618) | GENERAL SECURITIES REPRESENTATIVE | — |
| [George Wood Moody](https://search.stillhousedata.com/person/726619) | MUNICIPAL SECURITIES PRINCIPAL, GENERAL SECURITIES PRINCIPAL, CHIEF COMPLIANCE OFFICER, FIN-OP, SEC- TREASURER, CFO | — |
| [David Alan Lankford](https://search.stillhousedata.com/person/726620) | VICE PRESIDENT, GENERAL SECURITIES PRINCIPAL | — |
| [William Lyons Zelenik](https://search.stillhousedata.com/person/726621) | GENERAL SECURITIES REPRESENTATIVE | — |
| [TAYLOR WILLIAM GRAHAM](https://search.stillhousedata.com/person/763271) | GENERAL SECURITIES AND DP PRINCIPAL; PRESIDENT, GENERAL SECURITIES AND DP PRINCIPAL; SHAREHOLDER | — |
| [TOMPKINS BARBARA LEDBETTER](https://search.stillhousedata.com/person/763272) | CCO; SECRETARY-TREASURER FINANCIAL OPERATIONS PRINCIPAL; SEC-TREAS, FINANCIAL OPERATIONS PRINCIPAL, CCO (+1 more) | — |
| [MASON MARTHA STUBBLEFIELD](https://search.stillhousedata.com/person/763273) | PRESIDENT; VICE PRESIDENT | — |
| [DAUGHERTY BARBARA GAIL](https://search.stillhousedata.com/person/785257) | SEC-TREAS, FIN-OP; SEC-TREAS, FIN-OP, CHIEF COMPLIANCE OFFICER | — |
| [TAYLOR WILLIAM GRAHAM III](https://search.stillhousedata.com/person/807900) | GENERAL SECURITIES REPRESENTATIVE; PRESIDENT, MUNICIPAL SECURITIES PRINCIPAL, GENERAL SECURITIES PRINICIPAL; VICE-PRESIDENT AND MUNICIPAL SECURITIES PRINCIPAL (+1 more) | — |
| [MOODY GEORGE WOOD](https://search.stillhousedata.com/person/819921) | MUNICIPAL SECURITIES PRINCIPAL, GENERAL SECURITIES PRINCIPAL, CHIEF COMPLIANCE OFFICER, FIN-OP, SEC- TREASURER; MUNICIPAL SECURITIES PRINCIPAL, GENERAL SECURITIES PRINCIPAL, CHIEF COMPLIANCE OFFICER, FIN-OP, SEC- TREASURER, CFO; MUNICIPAL SECURITIES PRINCIPAL, GENERAL SECURITIES PRINICIPAL, CHIEF COMPLIANCE OFFICER | — |
| [HOLLIS LAURA TAYLOR](https://search.stillhousedata.com/person/819922) | SHAREHOLDER | — |
| [LANKFORD DAVID ALAN](https://search.stillhousedata.com/person/819923) | VICE PRESIDENT; VICE PRESIDENT, GENERAL SECURITIES PRINCIPAL | — |
| [HOLLIS JAY LAWRENCE JR](https://search.stillhousedata.com/person/837250) | GENERAL SECURITIES REPRESENTATIVE | — |
| [ZELENIK WILLIAM LYONS](https://search.stillhousedata.com/person/855261) | GENERAL SECURITIES REPRESENTATIVE | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/17575/brochure
- Similar advisers: https://search.stillhousedata.com/firm/17575/similar
- Related entities: https://search.stillhousedata.com/firm/17575/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/17575

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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.