DBA: TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
| Total AUM | $15.95B |
| Discretionary | $877.6M6% of AUM |
| Non-Discretionary | $15.07B |
| Client Accounts | 147 |
| Avg Account Size | $108.5M |
| Employees | 14 |
| Peak AUM | $16.78BMar 2024 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $16.0B | 4.9% | +6.1% | +14.5% | |
| Discretionary AUM | |||||
| Total AUM | $15.95B |
| Discretionary | $877.6M |
| Employees | 14 |
| Client Accounts | 147 |
| Client Range | 0 |
Address
700 NORTH HURSTBOURNE PKWY
LOUISVILLE KY 40222
Phone
502-412-2524
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$878M
5.5% of AUM
Non-Discretionary
$15.1B
94.5% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
| +17.5% /yrover 24 yrs · 38 filings |
Total AUM
$16.0B
| $878M |
| +1.1% |
| +2.4% |
| +5.4% |
| Non-Disc. AUM | $15.1B | 5.3% | +6.3% | +15.1% |
| Total Accounts | 147 | 0.0% | +4.3% | +7.0% |
| Avg Account Size | $109M | 4.9% | +1.7% | +7.0% |
| Employees | 14 | 0.0% | +2.4% | +7.2% |
| AUM / Employee | $1.1B | 4.9% | +3.6% | +6.8% |
Client AUM Segments | |||||
| Institutional AUM | $15M | 6.9% | 37.0% | 8.0% | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 20.1% | — | |