Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
147 clients
Average Client Portfolio
$108.5M average
Assets Under Management
$16.0B

Fee Structure

Financial Planning:Investment management only
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Location

806 Stone Creek Parkway, Suite 11, Louisville, KY, 40223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James serves as a board member for MM Lending since 2023, an investment-related activity. He dedicates minimal time to this role, meeting four times a year.

Employment History
Current Registrations
Taylor Advisors, INC., a HUB International Company
March 2004 - Present · 21 yrs 11 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
James "todd" Taylor - Financial Advisor | TrueAdvisor