# Mitchell Vaught & Taylor Inc

> 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.

- CRD: 106160
- Filed as: MITCHELL VAUGHT & TAYLOR INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106160
- AdvisorCensus page: https://advisorcensus.com/firm/mitchell-vaught-and-taylor-inc-chicago-il-106160

## Quick answers

**How is Mitchell Vaught & Taylor Inc compensated?**
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.

**How much does Mitchell Vaught & Taylor Inc charge?**
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.

**Where is Mitchell Vaught & Taylor Inc located?**
Mitchell Vaught & Taylor Inc's principal office is in Chicago, IL, according to its Form ADV.

**Is Mitchell Vaught & Taylor Inc registered with the SEC or a state?**
Mitchell Vaught & Taylor Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106160.

**How much does Mitchell Vaught & Taylor Inc manage?**
Mitchell Vaught & Taylor Inc reports $42,403,351 in regulatory assets under management in its Form ADV filing dated March 31, 2025 (93% discretionary).

**How have Mitchell Vaught & Taylor Inc's assets and staff changed since 2021?**
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.

**What types of clients does Mitchell Vaught & Taylor Inc serve?**
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).

**Does Mitchell Vaught & Taylor Inc report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2025)

- Hourly rate: $175 an hour (Financial planning fees to individual clients)

> 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;

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $42,403,351
- Discretionary: $39,289,328
- Non-discretionary: $3,114,023

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $24,081,014 |
| High net worth individuals | 5 | $12,415,703 |
| State or municipal government entities (including government pension plans) | 15 | $5,906,634 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1996 (30 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mvtinvest.com](https://mvtinvest.com)
- LinkedIn @mitchell-vaught-taylorinc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $298,569,003 | 7 | March 31, 2021 |
| October 2022 | $312,518,566 | 5 | March 28, 2022 |
| October 2023 | $56,759,047 | 5 | March 29, 2023 |
| October 2024 | $55,384,203 | 5 | March 28, 2024 |
| October 2025 | $42,403,351 | 5 | March 31, 2025 |
| October 2026 | $42,403,351 | 5 | March 31, 2025 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mitchell Vaught & Taylor Inc (CRD 106160): Form ADV filing data as of October 2026.