# Taylor & Associates

> Taylor & Associates is a state-registered investment advisory firm, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 28, 2026.

- CRD: 122944
- Filed as: TAYLOR & ASSOCIATES
- Legal name: Taylor, Nigel Brian
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: February 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122944
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-and-associates-122944

## Quick answers

**How is Taylor & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor & Associates 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.

**Is Taylor & Associates registered with the SEC or a state?**
Taylor & Associates is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 122944.

**How much does Taylor & Associates manage?**
Taylor & Associates reports $18,220,570 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (0% discretionary).

**What types of clients does Taylor & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Taylor & Associates 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/122944

## 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: $18,220,570
- Discretionary: $0
- Non-discretionary: $18,220,570

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $18,220,570 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iamafiduciary.com
- protectassets.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor & Associates (CRD 122944): Form ADV filing data as of October 2026.