# Taylor Stephens, Inc.

> Taylor Stephens, Inc. is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 110055
- Filed as: TAYLOR STEPHENS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110055
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-stephens-inc-110055

## Quick answers

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

**Is Taylor Stephens, Inc. registered with the SEC or a state?**
Taylor Stephens, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 110055.

**How much does Taylor Stephens, Inc. manage?**
Taylor Stephens, Inc. reports $41,194,510 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (16% discretionary).

**What types of clients does Taylor Stephens, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Taylor Stephens, 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/110055

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $41,194,510
- Discretionary: $6,394,433
- Non-discretionary: $34,800,077

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $5,612,791 |
| High net worth individuals | 31 | $30,220,178 |
| 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) | 3 | $5,361,541 |
| 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 | 0 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- taylorstephens.com
- LinkedIn @TAYLOR-STEPHENS-ADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Stephens, Inc. (CRD 110055): Form ADV filing data as of October 2026.