# Taylor Investment Advisory

> Taylor Investment Advisory is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 142833
- Filed as: TAYLOR INVESTMENT ADVISORY
- Legal name: Taylor, Richard Wayne
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142833
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-investment-advisory-142833

## Quick answers

**How is Taylor Investment Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor Investment Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Taylor Investment Advisory registered with the SEC or a state?**
Taylor Investment Advisory is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142833.

**How much does Taylor Investment Advisory manage?**
Taylor Investment Advisory reports $4,520,819 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Taylor Investment Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (2).

**Does Taylor Investment Advisory 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/142833

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,520,819
- Discretionary: $4,520,819
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,770,026 |
| High net worth individuals | 2 | $2,750,793 |

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

### Firm details
- Registered since: 2007 (19 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. Taylor Investment Advisory (CRD 142833): Form ADV filing data as of October 2026.