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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

TAYLOR FRIGON FAMILY OFFICE, LLC

CRD 323249

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7653f02-224f-2a0d-a7fe-1abae2325971

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 4
On other graphs: 1
Observed: Dec 7, 2022 to May 13, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Taylor Frigon Family Office, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $20.0MItem 5.F on the latest filing (2026-05-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20.0M
Private client RAUM: $20.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $3.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 17
SEC number: 801-127146
CRD: 323249
Filings on the tape: 10
First filed: Dec 7, 2022
Latest filed: May 13, 2026
Organised: Limited Liability Company, CA
Website: tffamilyoffice.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONNOLLY, DOUGLAS, E	CHIEF COMPLIANCE OFFICER	Na	yes	12/2023	Mar 21, 2024	Mar 22, 2024
FRIGON, GERARD, JOSEPH	CO-TRUSTEE	D	yes	06/2009	Dec 7, 2022	Mar 22, 2024
FRIGON, KAREN, TAYLOR	CO-TRUSTEE	D	yes	06/2009	Dec 7, 2022	Mar 22, 2024
GERARD J. FRIGON AND KAREN T. FRIGON REVOCABLE TRUST, DATED MARCH 1, 1999	Owner	E	yes	06/2009	Dec 7, 2022	Mar 22, 2024
MJCW LLC	Owner	C	yes	09/2022	Dec 7, 2022	Mar 22, 2024
RYAN M. SCHARBER PLC	Owner	C	yes	09/2022	Dec 7, 2022	Mar 22, 2024
SCHARBER FAMILY TRUST DATED OCTOBER 6, 2021	OWNER AND SOLE MEMBER	E	yes	09/2022	Dec 7, 2022	Mar 22, 2024
Scharber, Anja, Marie	CO-TRUSTEE	F	yes	09/2022	Dec 7, 2022	Mar 22, 2024
TAYLOR FRIGON CAPITAL MANAGEMENT LLC	Owner	D	yes	09/2022	Dec 7, 2022	Mar 22, 2024
Wold, John, C.	OWNER AND MEMBER	D	yes	09/2022	Dec 7, 2022	Mar 22, 2024
Wold, Michael, C.	OWNER AND MEMBER	D	yes	09/2022	Dec 7, 2022	Mar 22, 2024
RYAN M. SCHARBER	CO-TRUSTEE	F	no	09/2022	Dec 7, 2022	Mar 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$20.0M	$20.0M	11	6	1	n/a	n/a
2024	Mar 25, 2025	$7.4M	$7.4M	11	5	1	n/a	n/a
2023	Mar 21, 2024	$1.3M	$1.3M	13	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$20.0M	$7.4M	171.2%	n/a	n/a	11	11	1	1

Relationships

Affiliated with (1)

← TAYLOR FRIGON CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser
factForm ADV

Registered with (7)

← Michael Gerard FrigonAdvisorregistration: current employment
Sep 24, 2024 to presentfactForm ADV
← DOUGLAS E CONNOLLYAdvisorregistration: current employment
Dec 22, 2023 to presentfactForm ADV
← Kameron Anthony GilbertAdvisorregistration: current employment
Dec 22, 2023 to presentfactForm ADV
← GERARD JOSEPH FRIGONAdvisorregistration: current employment
Jan 16, 2023 to presentfactForm ADV
← JOHN FEREBEEAdvisorregistration: current employment
Jan 16, 2023 to presentfactForm ADV
← Jennifer Oanh HallAdvisorregistration: current employment
Jan 16, 2023 to presentfactForm ADV
← JAMES MATTHEW MCCONAGHYAdvisorregistration: previous registration
Jan 16, 2023 to May 8, 2023factForm ADV

Controls (11)

← TAYLOR FRIGON CAPITAL MANAGEMENT LLCOwnerOWNER, ownership code D, domestic entity
Dec 7, 2022 to Mar 22, 2024factForm ADV
← FRIGON, GERARD, JOSEPHOwnerCO-TRUSTEE, ownership code D, individual
Dec 7, 2022 to Mar 22, 2024factForm ADV
← CONNOLLY, DOUGLAS, EOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2024 to Mar 22, 2024factForm ADV
← FRIGON, KAREN, TAYLOROwnerCO-TRUSTEE, ownership code D, individual
Dec 7, 2022 to Mar 22, 2024factForm ADV
← Wold, Michael, C.OwnerOWNER AND MEMBER, ownership code D, individual
Dec 7, 2022 to Mar 22, 2024factForm ADV
← Wold, John, C.OwnerOWNER AND MEMBER, ownership code D, individual
Dec 7, 2022 to Mar 22, 2024factForm ADV
← Scharber, Anja, MarieOwnerCO-TRUSTEE, ownership code F, individual
Dec 7, 2022 to Mar 22, 2024factForm ADV
← GERARD J. FRIGON AND KAREN T. FRIGON REVOCABLE TRUST, DATED MARCH 1, 1999OwnerOWNER, ownership code E, domestic entity
Dec 7, 2022 to Mar 22, 2024factForm ADV
← MJCW LLCOwnerOWNER, ownership code C, domestic entity
Dec 7, 2022 to Mar 22, 2024factForm ADV
← RYAN M. SCHARBER PLCOwnerOWNER, ownership code C, domestic entity
Dec 7, 2022 to Mar 22, 2024factForm ADV
← SCHARBER FAMILY TRUST DATED OCTOBER 6, 2021OwnerOWNER AND SOLE MEMBER, ownership code E, domestic entity
Dec 7, 2022 to Mar 22, 2024factForm ADV

Owns (1)

← RYAN M. SCHARBEROwnerCO-TRUSTEE, ownership code F, domestic entity
Dec 7, 2022 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 21, 2024
Control person joined
E Douglas Connolly (Chief Compliance Officer) appeared on Schedule A of Taylor Frigon Family Office, Llc
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Control person left
Oanh Jennifer Hall (Chief Compliance Officer) no longer on Schedule A of Taylor Frigon Family Office, Llc (listed 2024-01-02, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
May 8, 2023
Advisor changed firm
James Matthew Mcconaghy left Taylor Frigon Family Office, Llc for Sound Income Strategies, Llc (registered 2023-11-14)
Form ADVobserved 5 days ago
Occurred
Dec 7, 2022
First Form ADV filing
Taylor Frigon Family Office, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7653f02-224f-2a0d-a7fe-1abae2325971
First observed: Dec 7, 2022
Last observed: May 13, 2026 4 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.

TAYLOR FRIGON FAMILY OFFICE, LLC

CRD 323249

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7653f02-224f-2a0d-a7fe-1abae2325971

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONNOLLY, DOUGLAS, E

CHIEF COMPLIANCE OFFICER

yes

12/2023

Mar 21, 2024

Mar 22, 2024

FRIGON, GERARD, JOSEPH

CO-TRUSTEE

yes

06/2009

Dec 7, 2022

Mar 22, 2024

FRIGON, KAREN, TAYLOR

CO-TRUSTEE

yes

06/2009

Dec 7, 2022

Mar 22, 2024

GERARD J. FRIGON AND KAREN T. FRIGON REVOCABLE TRUST, DATED MARCH 1, 1999

Owner

yes

06/2009

Dec 7, 2022

Mar 22, 2024

MJCW LLC

Owner

yes

09/2022

Dec 7, 2022

Mar 22, 2024

RYAN M. SCHARBER PLC

Owner

yes

09/2022

Dec 7, 2022

Mar 22, 2024

SCHARBER FAMILY TRUST DATED OCTOBER 6, 2021

OWNER AND SOLE MEMBER

yes

09/2022

Dec 7, 2022

Mar 22, 2024

Scharber, Anja, Marie

CO-TRUSTEE

yes

09/2022

Dec 7, 2022

Mar 22, 2024

TAYLOR FRIGON CAPITAL MANAGEMENT LLC

Owner

yes

09/2022

Dec 7, 2022

Mar 22, 2024

Wold, John, C.

OWNER AND MEMBER

yes

09/2022

Dec 7, 2022

Mar 22, 2024

Wold, Michael, C.

OWNER AND MEMBER

yes

09/2022

Dec 7, 2022

Mar 22, 2024

RYAN M. SCHARBER

CO-TRUSTEE

09/2022

Dec 7, 2022

Mar 22, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$20.0M

n/a

2024

Mar 25, 2025

$7.4M

n/a

2023

Mar 21, 2024

$1.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$20.0M

$7.4M

171.2%

n/a