Taconic Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Taconic Advisors reports 133 clients. They include 107 high-net-worth individuals and 26 individual clients. Of its assets, 100.0% ($246M across 598 accounts) are managed with discretion. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 20% | 6% |
| High-net-worth individuals | 80% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 26 | $15.5M | 6.3% | $596K |
| High-net-worth individuals | 107 | $231M | 93.7% | $2.16M |
| Total | 133 | $246M | 100% | $1.85M |
- Clients
- 26
- Regulatory AUM
- $15.5M
- AUM share
- 6.3%
- Avg. per client
- $596K
- Clients
- 107
- Regulatory AUM
- $231M
- AUM share
- 93.7%
- Avg. per client
- $2.16M
Total
- Clients
- 133
- Regulatory AUM
- $246M
- AUM share
- 100%
- Avg. per client
- $1.85M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Taconic Advisors is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Limited-Scope Financial Planning
- Fixed fee set by the scope of services, generally $1,100 to $5,000, with half collected on signing; not negotiable.
- Open Retainer Service
- Annual fixed fee billed quarterly in advance, set by a formula using income, assets and complexity; generally $5,000 to $100,000 and not negotiable.
Meredith Briggs owns 75% or more of Taconic Advisors. The leadership team of Taconic Advisors includes President Meredith Briggs and Chief Compliance Officer John Kelly. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Taconic Advisors Inc.
Meredith Briggs
Control person · since August 2016
- Owns 25% to 50% of Taconic Advisors Inc.
John Kelly
Control person · since February 2023
Taconic Advisors’ regulatory assets grew 1.5× from $164M (May 2022) to $246M (July 2026); clients rose from 99 to 133 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $246M | 133 | 5 | 3 |
| Feb 2025February 2025 | $207M | 131 | 6 | 4 |
| Apr 2024April 2024 | $179M | 117 | 7 | 4 |
| Feb 2023February 2023 | $156M | 110 | 5 | 2 |
| May 2022May 2022 | $164M | 99 | 4 | 2 |
Besides its headquarters, Taconic Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.
New York · 2 listed addresses
- 382 Main Street, SaugertiesHQ
- 6 Eliza Street, Beacon
Contact and registration details
- Legal name
- Taconic Advisors Inc.
- Headquarters
- 382 Main Street, Saugerties, NY 12477
- Website
- taconicadvisors.com
- Phone
- 845-486-5039
- @taconic-advisors-inc
- SEC file
- 801-125808
- Founded
- 2002
- Structure
- New York corporation
- Fiscal year end
- December
Taconic Advisors’ named custodian for separately managed accounts is Fidelity ($246M). Taconic Advisors has custody of $236M for 130 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $246M100%
At year end, Taconic Advisors’ separately managed accounts were mostly in funds (57%) and bonds (29%).
What the accounts hold
- Stocks6%
- Funds57%
- Bonds29%
- U.S. government and agency bonds28%
- State and local bonds1%
- Cash8%
How many clients does Taconic Advisors have?
Taconic Advisors has 133 clients and manages $246 million for them, as of July 2026. They include 107 high-net-worth individuals and 26 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Taconic Advisors offer?
Taconic Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Taconic Advisors use?
Taconic Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $246M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Taconic Advisors have?
Taconic Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Taconic Advisors invest in?
At the end of its last fiscal year, Taconic Advisors’ separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 28% U.S. government and agency bonds, 8% cash and equivalents, 6% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Taconic Advisors?
Taconic Advisors’ direct owners are Meredith Briggs (75% or more) and John Kelly (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Taconic Advisors get paid?
Taconic Advisors is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Taconic Advisors?
Taconic Advisors’ main office is at 382 Main Street, Saugerties, NY 12477. Its phone number is 845-486-5039. Its website is taconicadvisors.com.
