# Tayloe Financial Services, LLC

> Tayloe Financial Services, LLC is a state-registered investment advisory firm in Trent Woods, NC, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 145172
- Filed as: TAYLOE FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Trent Woods, NC
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145172
- AdvisorCensus page: https://advisorcensus.com/firm/tayloe-financial-services-llc-trent-woods-nc-145172

## Quick answers

**How is Tayloe Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tayloe Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tayloe Financial Services, LLC located?**
Tayloe Financial Services, LLC's principal office is in Trent Woods, NC, according to its Form ADV.

**Is Tayloe Financial Services, LLC registered with the SEC or a state?**
Tayloe Financial Services, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145172.

**How much does Tayloe Financial Services, LLC manage?**
Tayloe Financial Services, LLC reports $2,372,103 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary).

**What types of clients does Tayloe Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (1).

**Does Tayloe Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145172

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,372,103
- Discretionary: $2,372,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $266,532 |
| High net worth individuals | 1 | $2,105,571 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tayloe Financial Services, LLC (CRD 145172): Form ADV filing data as of October 2026.