# Taylor Financial Management Inc

> Taylor Financial Management Inc is a state-registered investment advisory firm in Bexley, OH, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 121131
- Filed as: TAYLOR FINANCIAL MANAGEMENT INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bexley, OH
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121131
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-financial-management-inc-bexley-oh-121131

## Quick answers

**How is Taylor Financial Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor Financial Management Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Taylor Financial Management Inc located?**
Taylor Financial Management Inc's principal office is in Bexley, OH, according to its Form ADV.

**Is Taylor Financial Management Inc registered with the SEC or a state?**
Taylor Financial Management Inc is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 121131.

**How much does Taylor Financial Management Inc manage?**
Taylor Financial Management Inc reports $45,573,055 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (48% discretionary).

**What types of clients does Taylor Financial Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (6).

**Does Taylor Financial Management Inc 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/121131

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $45,573,055
- Discretionary: $21,789,660
- Non-discretionary: $23,783,395

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,611,024 |
| High net worth individuals | 8 | $41,962,031 |

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

### Firm details
- Registered since: 1999 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Financial Management Inc (CRD 121131): Form ADV filing data as of October 2026.