This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$513MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$470M

Private client RAUM

$421MderivedItem 5.D individuals plus high net worth individuals

Private client share

82%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$73.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

7

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1,049

Individual clients

357

High net worth clients

63

SEC number

801-113195

CRD

156177

Filings on the tape

33

First filed

Apr 10, 2018

Latest filed

Mar 9, 2026

Organised

Limited Liability Company, MI

Website

tmcpa.com

• Occurred

  Mar 9, 2026
  Regulatory AUM changed

  Taylor & Morgan Asset Management, Llc D/B/A Tm Advisors, L reported RAUM $512.5M, up 57% from $327.0M (2025-12-22 to 2026-03-09)

  Form ADVobserved 5 days ago
  $186M
• Occurred

  Apr 10, 2018
  First Form ADV filing

  Taylor & Morgan Asset Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:86b4ca76-7958-6d99-7034-13784c6b4e98

First observed

Apr 10, 2018

Last observed

Mar 9, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.