Investment adviser · CRD 119300
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
Investment adviser filing (IA)
TAYLOR ADVISORS, INC.
LOUISVILLE, KY, United States · Form ADV filed Jan 8, 2026
- Regulatory AUM
- $16B Form ADV · Item 5.F
- Client accounts
- 147 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | 146 | $15,937,266,000 | 99.9% |
| Insurance companies | 1 | $14,909,000 | 0.1% |
Filing source
Form ADV 2038740 · Jan 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 8, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
700 NORTH HURSTBOURNE PKWY, SUITE 110LOUISVILLE, KY, 40222, United States
CRD 119300
Filing source
Form ADV 2038740 · Jan 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.