Institutional
    SEC Registered

    Taylor Advisors, Inc., a Hub International Company

    Registered investment advisor · Louisville, Kentucky · CRD #119300

    Assets Under Management
    $16B
    Client Accounts
    147
    Employees
    14
    CRD Number
    119300
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Taylor Advisors, Inc., a Hub International Company

    We're Taylor Advisors, and we're the agents who bring about change to financial institutions just like yours. Doing things differently isn't always easy, and we understand. We've helped dozens of clients navigate financial challenges and increase profitability. With a unique, holistic view of how financial institutions function and which methods lead to long-term success, we develop smart and diversified strategies finely tuned to every bank or credit union we partner with. We help avoid mistak

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Taylor Advisors, Inc., a Hub International Company

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    Frequently Asked Questions

    What is Taylor Advisors, Inc., a Hub International Company's AUM?

    Taylor Advisors, Inc., a Hub International Company reports approximately $16B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Taylor Advisors, Inc., a Hub International Company headquartered?

    Taylor Advisors, Inc., a Hub International Company is headquartered in Louisville, Kentucky.

    What is Taylor Advisors, Inc., a Hub International Company's CRD number?

    Taylor Advisors, Inc., a Hub International Company's CRD number is 119300. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Taylor Advisors, Inc., a Hub International Company manage?

    Taylor Advisors, Inc., a Hub International Company manages approximately 147 client accounts according to its latest SEC filing.

    Is Taylor Advisors, Inc., a Hub International Company SEC registered?

    Yes, Taylor Advisors, Inc., a Hub International Company is registered with the SEC as an investment adviser.

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