Investment adviser · CRD 142617
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $233M Form ADV · Item 5.F
- Client accounts
- 471 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| Pooled investment vehicles | 2 | $114,945,596 | 49.4% |
| High-net-worth individuals | 98 | $60,096,424 | 25.8% |
| Investment companies | 1 | $32,597,732 | 14.0% |
| Retirement plans | 7 | $24,352,697 | 10.5% |
| Corporations & businesses | Fewer than 5 | $579,302 | 0.2% |
| Charities | 10 | $56,335 | 0.0% |
Filing source
Form ADV 2081719 · Mar 24, 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
2 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.
TAYLOR FRIGON CAPITAL PARTNERS, L.P.Other Private Fund · Last reported Mar 24, 2026$65.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HUTCHINSON & BLOODGOOD
PCAOB 261
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-8019058387
- Reported beneficial owners
- 89
- Minimum commitment
- $250K
- Form D file number
- 021-113894
Form ADV 2081719 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TAYLOR FRIGON GROWTH PARTNERS, L.P.Other Private Fund · Last reported Mar 24, 2026$60.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HUTCHINSON & BLOODGOOD
PCAOB 261
CHARLES SCHWAB & CO., INC.
SEC 8-16514
FORGE TRUST COMPANY
LEI 26-2627205
B. RILEY SECURITIES, INC.
CRD 25027 · SEC 8-41426
CRAIG-HALLUM CAPITAL GROUP LLC
CRD 121395 · SEC 8-65407
LAKE STREET CAPITAL MARKETS, LLC
CRD 164447 · SEC 8-69101
NEEDHAM & COMPANY, LLC
CRD 16360 · SEC 8-33772
WILLIAM BLAIR
CRD 1252 · SEC 8-2698
Fund details & source
- Fund ID
- 805-9867216785
- Reported beneficial owners
- 30
- Minimum commitment
- $1M
Form ADV 2081719 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Performance-based
Principal office
18835 N. THOMPSON PEAK PKWY, SUITE C-200SCOTTSDALE, AZ, 85255, United States
CRD 142617
Filing source
Form ADV 2081719 · Mar 24, 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.