TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
Latest filing: Mar 24, 2025 (104 days ago)
AUM
$15,952,175,000
-5% change vs. 1 year ago
92% change vs. 3 years ago
192% change vs. 5 years ago
387% change vs. 10 years ago
Employee Count
14
0% change vs. 1 year ago
40% change vs. 3 years ago
75% change vs. 5 years ago
133% change vs. 10 years ago
Main Office
LOUISVILLE, KY
700 NORTH HURSTBOURNE PKWY, LOUISVILLE, KY, UNITED STATES, 40222
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.9 |
| Non-Discretionary | $15.1 |
| Total | $16.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $16.0 |
| Total | $16.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $16.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $16.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 62% | $9.9 |
| Municipal | 36% | $5.7 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $16.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | $143.4 | 172011 | |
| TCG ADVISORY SERVICES, LLC | $9.0 | 307956 | |
| RPA FINANCIAL, LLC | $8.0 | 294105 | |
| HUB INVESTMENT ADVISORS, INC | $2.1 | 164600 | |
| MILLENNIUM ADVISORY SERVICES, INC. | $0.7 | 116057 | |
| HUB INTERNATIONAL INVESTMENT SERVICES INC. | $0.0 | broker-dealer | 150252 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JAMES TAYLOR | LOUISVILLE | KY | CHARTERED FINANCIAL ANALYST | ||||||
| ALEXANDER ANTSKAITIS | LOUISVILLE | KY | S65|2002-03-06 | CHARTERED FINANCIAL ANALYST | |||||
| BRANDON BULLOCK | LOUISVILLE | KY | S65|2017-12-02 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $16.0 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $16.0 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $16.8 | -$0.8 | -5% | 14 | 0 | 0% |
| 2023-04-04 | $14.5 | $1.4 | 10% | 14 | 0 | 0% |
| 2022-04-01 | $8.3 | $7.7 | 92% | 10 | 4 | 40% |
| 2021-04-05 | $8.3 | $7.7 | 92% | 10 | 4 | 40% |
| 2020-04-01 | $5.5 | $10.5 | 192% | 8 | 6 | 75% |
| 2019-04-01 | $4.1 | $11.9 | 290% | 8 | 6 | 75% |
| 2018-04-02 | $3.7 | $12.2 | 330% | 7 | 7 | 100% |
| 2017-04-01 | $3.2 | $12.8 | 403% | 6 | 8 | 133% |
| 2016-04-01 | $2.7 | $13.3 | 500% | 6 | 8 | 133% |
| 2015-04-01 | $3.3 | $12.7 | 387% | 6 | 8 | 133% |
| 2014-04-01 | $3.1 | $12.8 | 408% | 5 | 9 | 180% |
| 2013-04-01 | $1.0 | $15.0 | 1518% | 4 | 10 | 250% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| KY, IL-10/31/2023, IN-02/26/2004, KY-02/22/2002, OH-02/10/2006, TN-04/01/2013 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV