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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Taylor Securities Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Taylor Securities Services charge?","answer":"Taylor Securities Services charges 1.50% a year for its Wrap Fee Program.","source":"TAYLOR SECURITIES SERVICES, INC. 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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Taylor Securities Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Taylor Securities Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Taylor Securities Services?","answer":"Taylor Securities Services’ direct owner is Matthew Taylor (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Taylor Securities Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Taylor Securities Services registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Taylor Securities Services?","answer":"Taylor Securities Services’ main office is at 3113 North Front Street, Harrisburg, PA 17110. Its phone number is 717-232-5808. 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