{
  "crd_number": 106160,
  "slug": "mitchell-vaught-and-taylor-inc-chicago-il-106160",
  "primary_business_name": "MITCHELL VAUGHT & TAYLOR INC",
  "legal_name": "MITCHELL VAUGHT & TAYLOR INC",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1996-08-12",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2025-03-31",
  "carried_forward": false,
  "raum_total": 42403351.0,
  "raum_discretionary": 39289328.0,
  "raum_non_discretionary": 3114023.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 24081014.0,
      "count": 67
    },
    "state_municipal": {
      "raum": 5906634.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 12415703.0,
      "count": 5
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/mitchell-vaught-taylorinc",
    "https://mvtinvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106160",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/mitchell-vaught-and-taylor-inc-chicago-il-106160",
  "display_name": "Mitchell Vaught & Taylor Inc",
  "summary": "Mitchell Vaught & Taylor Inc is an SEC-registered investment advisory firm in Chicago, IL, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2025.",
  "citation": "AdvisorCensus. Mitchell Vaught & Taylor Inc (CRD 106160): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Mitchell Vaught & Taylor Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mitchell Vaught & Taylor Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Mitchell Vaught & Taylor Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2025 states: Hourly rate: $175 an hour (Financial planning fees to individual clients). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mitchell Vaught & Taylor Inc located?",
      "a": "Mitchell Vaught & Taylor Inc's principal office is in Chicago, IL, according to its Form ADV."
    },
    {
      "q": "Is Mitchell Vaught & Taylor Inc registered with the SEC or a state?",
      "a": "Mitchell Vaught & Taylor Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106160."
    },
    {
      "q": "How much does Mitchell Vaught & Taylor Inc manage?",
      "a": "Mitchell Vaught & Taylor Inc reports $42,403,351 in regulatory assets under management in its Form ADV filing dated March 31, 2025 (93% discretionary)."
    },
    {
      "q": "How have Mitchell Vaught & Taylor Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mitchell Vaught & Taylor Inc: Regulatory assets under management: $298,569,003 in the October 2021 data and $42,403,351 in the October 2026 data, down 86%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mitchell Vaught & Taylor Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); state or municipal government entities (including government pension plans) (15); high net worth individuals (5)."
    },
    {
      "q": "Does Mitchell Vaught & Taylor Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106160"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 298569003.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 312518566.0,
      "total_employees": 5,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 56759047.0,
      "total_employees": 5,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 55384203.0,
      "total_employees": 5,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 42403351.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 42403351.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $175 an hour (Financial planning fees to individual clients)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $175 an hour (Financial planning fees to individual clients)"
        ],
        "quotes": [
          "Financial planning fees to individual clients are offered on both (1) an hourly basis with hourly fees of up to $175 per hour based on the nature of the service;"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 175.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial planning fees to individual clients"
        }
      ]
    },
    "quotes": [
      "Financial planning fees to individual clients are offered on both (1) an hourly basis with hourly fees of up to $175 per hour based on the nature of the service;"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mitchell-vaught-and-taylor-inc-chicago-il-106160.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 67,
      "fewer_than_5": false,
      "raum": 24081014.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 12415703.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 5906634.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106160",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}