Taylor Securities Services provides portfolio management for individuals and small businesses.
Taylor Securities Services reports 767 clients. They include 730 individual clients, 35 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 99.9% ($252M across 124 accounts) are managed with discretion; $146K across 2 accounts are not. A wrap fee program the firm both sponsors and manages holds $253M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 55% |
| High-net-worth individuals | 5% | 34% |
| Corporations and other businesses | <1% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 730 | $139M | 55.2% | $191K |
| High-net-worth individuals | 35 | $86.5M | 34.3% | $2.47M |
| Corporations and other businesses | Fewer than 5 | $26.5M | 10.5% | $13.3M |
| Total | 767 | $253M | 100% | — |
- Clients
- 730
- Regulatory AUM
- $139M
- AUM share
- 55.2%
- Avg. per client
- $191K
- Clients
- 35
- Regulatory AUM
- $86.5M
- AUM share
- 34.3%
- Avg. per client
- $2.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $26.5M
- AUM share
- 10.5%
- Avg. per client
- $13.3M
Total
- Clients
- 767
- Regulatory AUM
- $253M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Taylor Securities Services charges 1.50% a year for its Wrap Fee Program.
Fee details and sources
Matthew Taylor owns 75% or more of Taylor Securities Services. The leadership team of Taylor Securities Services includes President Matthew Taylor and Chief Compliance Officer Stacy Fleming. It has 11 employees, 4 of them in advisory roles.
Leadership
- Matthew TaylorPresident
- Stacy FlemingChief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Adam P Korhut
- Janet M Lowe
- Shawn David Mullarkey
- Matthew Alan Taylor
Staff
- 11 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of Taylor Securities Services, Inc.
Matthew Taylor
Control person · since August 2017
Taylor Securities Services’ regulatory assets grew 2.4× from $106M (June 2022) to $253M (February 2026); clients rose from 544 to 767 and employees from 2 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $253M | 767 | 11 | 1 |
| July 2025 | $153M | 624 | 12 | 1 |
| July 2024 | $125M | 932 | 10 | 1 |
| June 2023 | $103M | 589 | 4 | 1 |
| June 2022 | $106M | 544 | 2 | 1 |
Besides its headquarters, Taylor Securities Services has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 3113 North Front Street, HarrisburgHQ
Contact and registration details
- Legal name
- Taylor Securities Services, Inc.
- Headquarters
- 3113 North Front Street, Harrisburg, PA 17110
- Website
- taylorretirementservices.com
- Phone
- 717-232-5808
- @taylor-retirement-services-inc
- SEC file
- 801-125793
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Taylor Securities Services uses Charles Schwab ($153M) as custodian for its separately managed accounts. Taylor Securities Services has custody of $195M in client assets for 681 clients.
- Charles SchwabCharles Schwab · El Paso, TX · $153M100%
At year end, Taylor Securities Services’ separately managed accounts were mostly in funds (71%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $246M across 63 positions; the largest are Listed Fds TR (25.6%), J P Morgan Exchange Traded F (16.6%) and State Str SPDR S&P 500 ETF T (12.1%).
What the accounts hold
- Stocks28%
- Funds71%
- Other2%
- Derivatives1%
- Other 1 % dispersed between >1% corp bonds, cash, foreign equity.1%
Reported 13F holdings
- $246M
- Reported 13F value
- 63
- Positions
- 83.4%
- In the 10 largest
- +14.8%
- Value vs. prior quarter
- Listed Fds TR · Swan Hedged Eqty25.6%
- J P Morgan Exchange Traded F · Hedg Equ Lad ETF16.6%
- State Str SPDR S&P 500 ETF T · TR Unit12.1%
- Apple Inc.7.9%
- Global X Fds · Artificial ETF5.6%
- J P Morgan Exchange Traded F · Ultra Shrt ETF4.9%
- Watsco Inc.4.1%
- Nvidia Corporation2.8%
- Fidelity Greenwood Street TR · Hedged Eqty ETF2.4%
- Travel Plus Leisure CO1.2%
Together, the ten largest are 83.4% of reported value.
How many clients does Taylor Securities Services have?
Taylor Securities Services has 767 clients and manages $253 million for them, as of February 2026. They include 730 individual clients, 35 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does Taylor Securities Services offer?
Taylor Securities Services provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Taylor Securities Services charge?
Taylor Securities Services charges 1.50% a year for its Wrap Fee Program.
Source: TAYLOR SECURITIES SERVICES, INC. WRAP FEE PROGRAM BROCHURE, filed 23 February 2026
Which custodians does Taylor Securities Services use?
Taylor Securities Services’ separately managed account assets are held at Charles Schwab (El Paso, TX), with $153M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026
How many financial advisors does Taylor Securities Services have?
Taylor Securities Services has 4 investment adviser representatives registered with state securities authorities, out of 11 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are 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 Taylor Securities Services invest in?
At the end of its last fiscal year, Taylor Securities Services’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 1% derivatives and 1% other. The 1% other category is described as: Other 1 % Dispersed Between >1% Corp Bonds, Cash, Foreign Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Taylor Securities Services?
Taylor Securities Services’ direct owner is Matthew Taylor (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does Taylor Securities Services get paid?
Taylor Securities Services is paid through a percentage of assets under management. 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
Is Taylor Securities Services registered with the SEC?
Yes, Taylor Securities Services has been registered with the SEC as an investment adviser since 2 June 2022. Its CRD number is 304070 and its SEC file number is 801-125793.
Source: Form ADV Part 1A, Item 1, filed 23 February 2026; IAPD firm record
How do I contact Taylor Securities Services?
Taylor Securities Services’ main office is at 3113 North Front Street, Harrisburg, PA 17110. Its phone number is 717-232-5808. Its website is taylorretirementservices.com.