# Taylor Securities Services, Inc.

> Taylor Securities Services, Inc. is an SEC-registered investment advisory firm in Harrisburg, PA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 304070
- Filed as: TAYLOR SECURITIES SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Harrisburg, PA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304070
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-securities-services-inc-harrisburg-pa-304070

## Quick answers

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

**Where is Taylor Securities Services, Inc. located?**
Taylor Securities Services, Inc.'s principal office is in Harrisburg, PA, according to its Form ADV.

**Is Taylor Securities Services, Inc. registered with the SEC or a state?**
Taylor Securities Services, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 304070.

**How much does Taylor Securities Services, Inc. manage?**
Taylor Securities Services, Inc. reports $252,504,708 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**How have Taylor Securities Services, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Taylor Securities Services, Inc.: Regulatory assets under management: $105,572,185 in the October 2022 data and $252,504,708 in the October 2026 data, up 139%. Total employees: 2 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Taylor Securities Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (730); high net worth individuals (35); corporations or other businesses not listed above (2).

**Which custodians does Taylor Securities Services, Inc. use?**
Taylor Securities Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists 1945 Northwestern Drive as a custodian holding 10% or more of its separately managed account assets.

**Does Taylor Securities Services, Inc. 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/304070

**Does Taylor Securities Services, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "There is an account minimum of $25,000, which may be waived by TSSI in its discretion."

**What changed in Taylor Securities Services, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $152,883,622 to $252,504,708 (+65%).

## 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 February 23, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $25,000, which may be waived by TSSI in its discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- 1945 Northwestern Drive

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: $252,504,708
- Discretionary: $252,358,558
- Non-discretionary: $146,150

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 730 | $139,468,421 |
| High net worth individuals | 35 | $86,509,733 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $26,526,554 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 11 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, KY, MD, NJ, NY, OK, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [taylorretirementservices.com/financial-services](https://taylorretirementservices.com/financial-services)
- Facebook @taylorretirementservices
- LinkedIn @taylor-retirement-services-inc
- YouTube @UCyO86g0ONQtfuyWmw-6Uk3w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $105,572,185 | 2 | June 14, 2022 |
| October 2023 | $102,948,758 | 4 | June 22, 2023 |
| October 2024 | $124,825,671 | 10 | July 19, 2024 |
| October 2025 | $152,883,622 | 12 | July 15, 2025 |
| October 2026 | $252,504,708 | 11 | February 23, 2026 |

Regulatory assets under management: $105,572,185 in the October 2022 data and $252,504,708 in the October 2026 data, up 139%.
Total employees: 2 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $152,883,622 to $252,504,708 (+65%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Securities Services, Inc. (CRD 304070): Form ADV filing data as of October 2026.