TAYLOR FINANCIAL GROUP, INC.
CRD #116744 SEC #801-61747 ROANOKE, VA 540-774-7971
SEC Registered
Total AUM
$365M
Discretionary
$365M
Employees
4
Clients
--
Accounts
1,132
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $365M | $365M | $0 | 4 | 2 |
| Mar 2025 | $365M | $365M | $0 | 4 | 2 |
| Feb 2024 | $313.3M | $313.3M | $0 | 5 | 0 |
| Nov 2023 | $273.9M | $273.9M | $0 | 4 | 0 |
| Apr 2023 | $273.9M | $273.9M | $0 | 4 | 0 |
| Feb 2023 | $273.9M | $273.9M | $0 | 4 | 0 |
| Nov 2022 | $316.8M | $316.8M | $0 | 4 | 0 |
| Oct 2022 | $316.8M | $316.8M | $0 | 4 | 0 |
| Feb 2022 | $316.8M | $316.8M | $0 | 4 | 0 |
| Jan 2021 | $268.9M | $268.9M | $0 | 4 | 0 |
| May 2020 | $241.6M | $241.6M | $0 | 5 | 0 |
| Jan 2020 | $241.6M | $241.6M | $0 | 5 | 0 |
| Jan 2020 | $241.6M | $241.6M | $0 | 5 | 0 |
| Nov 2019 | $202M | $202M | $0 | 6 | 0 |
| Jan 2019 | $202M | $202M | $0 | 6 | 0 |
| Jan 2018 | $217.4M | $217.4M | $0 | 5 | 0 |
| Feb 2017 | $193.8M | $193.8M | $0 | 5 | 300 |
| Feb 2017 | $193.8M | $193.8M | $0 | 5 | 300 |
| Oct 2016 | $179.3M | $179.3M | $0 | 5 | 300 |
| Jan 2016 | $179.3M | $179.3M | $0 | 5 | 300 |
| Jan 2015 | $178.4M | $178.4M | $0 | 5 | 300 |
| Oct 2014 | $172.6M | $172.6M | $0 | 5 | 300 |
| Mar 2014 | $172.6M | $172.6M | $0 | 5 | 300 |
| Jan 2014 | $172.6M | $172.6M | $0 | 5 | 300 |
| Feb 2013 | $143.4M | $143.4M | $0 | 5 | 300 |
| Feb 2013 | $143.4M | $143.4M | $0 | 5 | 300 |
| Nov 2012 | $128.9M | $128.9M | $0 | 5 | 300 |
| Jul 2012 | $128.9M | $128.9M | $0 | 1 | 300 |
| Feb 2012 | $128.9M | $128.9M | $0 | 1 | 300 |
| Jan 2012 | $128.9M | $128.9M | $0 | 1 | 300 |
| Dec 2011 | $128.9M | $128.9M | $0 | 1 | 300 |
| Mar 2011 | $127M | $127M | $0 | 5 | -- |
| Jan 2010 | $117.7M | $117.7M | $0 | 5 | -- |
| Jan 2008 | $146.4M | $146.4M | $0 | 5 | -- |
| Jan 2008 | $135.9M | $135.9M | $0 | 5 | -- |
| Feb 2007 | $135.9M | $135.9M | $0 | 5 | -- |
| Jan 2007 | $135.9M | $135.9M | $0 | 5 | -- |
| Feb 2006 | $114.7M | $114.7M | $0 | 5 | -- |
| Feb 2005 | $62.8M | $58.5M | $4.3M | 5 | -- |
| Jan 2005 | $49.4M | $44.1M | $5.3M | 5 | -- |
| Jul 2004 | $49.4M | $44.1M | $5.3M | 5 | -- |
| Jan 2004 | $49.4M | $44.1M | $5.3M | 5 | -- |
DateMar 2025
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees4
Clients2
DateMar 2025
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees4
Clients2
DateFeb 2024
Total AUM$313.3M
Discretionary$313.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees6
Clients0
DateJan 2018
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees5
Clients300
DateFeb 2017
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees5
Clients300
DateOct 2016
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees5
Clients300
DateJan 2016
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees5
Clients300
DateJan 2015
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees5
Clients300
DateOct 2014
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees5
Clients300
DateJan 2014
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees5
Clients300
DateFeb 2013
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients300
DateFeb 2013
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients300
DateNov 2012
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees5
Clients300
DateJul 2012
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees1
Clients300
DateJan 2012
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees1
Clients300
DateDec 2011
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$62.8M
Discretionary$58.5M
Non-Disc.$4.3M
Employees5
Clients--
DateJan 2005
Total AUM$49.4M
Discretionary$44.1M
Non-Disc.$5.3M
Employees5
Clients--
DateJul 2004
Total AUM$49.4M
Discretionary$44.1M
Non-Disc.$5.3M
Employees5
Clients--
DateJan 2004
Total AUM$49.4M
Discretionary$44.1M
Non-Disc.$5.3M
Employees5
Clients--