# Taylor Frigon Family Office, LLC

> Taylor Frigon Family Office, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 323249
- Filed as: TAYLOR FRIGON FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323249
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-frigon-family-office-llc-scottsdale-az-323249

## Quick answers

**How is Taylor Frigon Family Office, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor Frigon Family Office, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Taylor Frigon Family Office, LLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 1.25% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Taylor Frigon Family Office, LLC located?**
Taylor Frigon Family Office, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Taylor Frigon Family Office, LLC registered with the SEC or a state?**
Taylor Frigon Family Office, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323249.

**How much does Taylor Frigon Family Office, LLC manage?**
Taylor Frigon Family Office, LLC reports $19,955,040 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**How have Taylor Frigon Family Office, LLC's assets and staff changed since 2023?**
In the Form ADV data for Taylor Frigon Family Office, LLC: Regulatory assets under management: $0 in the October 2023 data and $19,955,040 in the October 2026 data. Total employees: 13 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does Taylor Frigon Family Office, LLC use?**
Taylor Frigon Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Taylor Frigon Family Office, LLC 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/323249

**What changed in Taylor Frigon Family Office, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 1.25% of assets a year

> Clients that engage the Registrant to provide discretionary investment advisory services, generally are charged an advisory fee of 1.25% of the market value of assets placed under the Registrant’s management/advisement and shall be based upon various objective and subjective factors.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $19,955,040
- Discretionary: $19,955,040
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $19,955,040 |

### 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tffamilyoffice.com](https://tffamilyoffice.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 13 | January 17, 2023 |
| October 2024 | $1,335,177 | 13 | March 22, 2024 |
| October 2025 | $7,359,342 | 11 | March 25, 2025 |
| October 2026 | $19,955,040 | 11 | May 13, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $19,955,040 in the October 2026 data.
Total employees: 13 in October 2023 and 11 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $7,359,342 to $19,955,040 (+171%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Frigon Family Office, LLC (CRD 323249): Form ADV filing data as of October 2026.