TAYLOR ADVISORS, INC.
Legal name: TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
CRD #119300 SEC #801-60952 LOUISVILLE, KY 502-412-2524
SEC Registered
Total AUM
$16B
Discretionary
$877.6M
Employees
14
Clients
0
Accounts
147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $16B | $877.6M | $15.1B | 14 | 0 |
| Nov 2025 | $16B | $877.6M | $15.1B | 14 | 0 |
| Mar 2025 | $16B | $877.6M | $15.1B | 14 | 0 |
| Jan 2025 | $16.8B | $868.4M | $15.9B | 14 | 0 |
| Mar 2024 | $16.8B | $868.4M | $15.9B | 14 | 0 |
| Nov 2023 | $14.5B | $995.8M | $13.5B | 14 | 0 |
| Mar 2023 | $14.5B | $995.8M | $13.5B | 14 | 0 |
| Dec 2022 | $13.3B | $816.4M | $12.5B | 13 | 0 |
| Apr 2022 | $13.3B | $816.4M | $12.5B | 13 | 0 |
| Apr 2022 | $13.3B | $816.4M | $12.5B | 13 | 0 |
| Apr 2022 | $13.3B | $816.4M | $12.5B | 13 | 0 |
| Mar 2022 | $8.3B | $679.1M | $7.6B | 10 | 0 |
| Mar 2021 | $8.3B | $679.1M | $7.6B | 10 | 0 |
| Mar 2020 | $5.5B | $524.4M | $4.9B | 8 | 0 |
| Mar 2019 | $4.1B | $500.6M | $3.6B | 8 | 0 |
| Mar 2018 | $3.7B | $433.5M | $3.3B | 7 | 0 |
| Mar 2017 | $3.2B | $386.9M | $2.8B | 6 | 26 |
| Aug 2016 | $2.7B | $382.7M | $2.3B | 6 | 26 |
| Mar 2016 | $2.7B | $382.7M | $2.3B | 6 | 26 |
| Mar 2015 | $3.3B | $376.6M | $2.9B | 6 | 26 |
| Mar 2014 | $3.1B | $422.4M | $2.7B | 5 | 26 |
| Apr 2013 | $2.5B | $398.6M | $2.1B | 4 | 26 |
| Mar 2012 | $985.9M | $0 | $985.9M | 1 | 11 |
| Mar 2011 | $978.6M | $0 | $978.6M | 5 | -- |
| Mar 2010 | $924.1M | $0 | $924.1M | 5 | -- |
| Mar 2008 | $965.3M | $0 | $965.3M | 5 | -- |
| Mar 2007 | $966.6M | $0 | $966.6M | 5 | -- |
| Feb 2006 | $953M | $0 | $953M | 5 | -- |
| Sep 2005 | $845.5M | $0 | $845.5M | 5 | -- |
| Jan 2005 | $845.5M | $0 | $845.5M | 5 | -- |
DateNov 2025
Total AUM$16B
Discretionary$877.6M
Non-Disc.$15.1B
Employees14
Clients0
DateNov 2025
Total AUM$16B
Discretionary$877.6M
Non-Disc.$15.1B
Employees14
Clients0
DateMar 2025
Total AUM$16B
Discretionary$877.6M
Non-Disc.$15.1B
Employees14
Clients0
DateJan 2025
Total AUM$16.8B
Discretionary$868.4M
Non-Disc.$15.9B
Employees14
Clients0
DateMar 2024
Total AUM$16.8B
Discretionary$868.4M
Non-Disc.$15.9B
Employees14
Clients0
DateNov 2023
Total AUM$14.5B
Discretionary$995.8M
Non-Disc.$13.5B
Employees14
Clients0
DateMar 2023
Total AUM$14.5B
Discretionary$995.8M
Non-Disc.$13.5B
Employees14
Clients0
DateDec 2022
Total AUM$13.3B
Discretionary$816.4M
Non-Disc.$12.5B
Employees13
Clients0
DateApr 2022
Total AUM$13.3B
Discretionary$816.4M
Non-Disc.$12.5B
Employees13
Clients0
DateApr 2022
Total AUM$13.3B
Discretionary$816.4M
Non-Disc.$12.5B
Employees13
Clients0
DateApr 2022
Total AUM$13.3B
Discretionary$816.4M
Non-Disc.$12.5B
Employees13
Clients0
DateMar 2022
Total AUM$8.3B
Discretionary$679.1M
Non-Disc.$7.6B
Employees10
Clients0
DateMar 2021
Total AUM$8.3B
Discretionary$679.1M
Non-Disc.$7.6B
Employees10
Clients0
DateMar 2020
Total AUM$5.5B
Discretionary$524.4M
Non-Disc.$4.9B
Employees8
Clients0
DateMar 2019
Total AUM$4.1B
Discretionary$500.6M
Non-Disc.$3.6B
Employees8
Clients0
DateMar 2018
Total AUM$3.7B
Discretionary$433.5M
Non-Disc.$3.3B
Employees7
Clients0
DateMar 2017
Total AUM$3.2B
Discretionary$386.9M
Non-Disc.$2.8B
Employees6
Clients26
DateAug 2016
Total AUM$2.7B
Discretionary$382.7M
Non-Disc.$2.3B
Employees6
Clients26
DateMar 2016
Total AUM$2.7B
Discretionary$382.7M
Non-Disc.$2.3B
Employees6
Clients26
DateMar 2015
Total AUM$3.3B
Discretionary$376.6M
Non-Disc.$2.9B
Employees6
Clients26
DateMar 2014
Total AUM$3.1B
Discretionary$422.4M
Non-Disc.$2.7B
Employees5
Clients26
DateApr 2013
Total AUM$2.5B
Discretionary$398.6M
Non-Disc.$2.1B
Employees4
Clients26
DateMar 2012
Total AUM$985.9M
Discretionary$0
Non-Disc.$985.9M
Employees1
Clients11
DateMar 2011
Total AUM$978.6M
Discretionary$0
Non-Disc.$978.6M
Employees5
Clients--
DateMar 2010
Total AUM$924.1M
Discretionary$0
Non-Disc.$924.1M
Employees5
Clients--
DateMar 2008
Total AUM$965.3M
Discretionary$0
Non-Disc.$965.3M
Employees5
Clients--
DateMar 2007
Total AUM$966.6M
Discretionary$0
Non-Disc.$966.6M
Employees5
Clients--
DateFeb 2006
Total AUM$953M
Discretionary$0
Non-Disc.$953M
Employees5
Clients--
DateSep 2005
Total AUM$845.5M
Discretionary$0
Non-Disc.$845.5M
Employees5
Clients--
DateJan 2005
Total AUM$845.5M
Discretionary$0
Non-Disc.$845.5M
Employees5
Clients--