J
John H Taylor, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,747,337
Clients
88
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
88
Very HighAverage account size
$190,311
About
John H. Taylor, LLC provides investment advisory and portfolio management services primarily to individual clients and generally charges fees based on a percentage of assets under management. The firm reports roughly $16.7 million in regulatory assets under management across about 88 client relationships.
The brochure describes a hands-on approach to managing individual portfolios, with the firm's owner serving as the investment adviser representative and Chief Compliance Officer responsible for investment oversight. The adviser discloses use of separately managed accounts and that those accounts may incorporate borrowing as part of portfolio implementation and cash management.
Compared with peers, the firm’s disclosed use of borrowing within separately managed accounts is statistically uncommon among independent advisers and may introduce additional leverage and counterparty considerations for clients. The brochure also discloses a non‑investment business activity: the adviser owns and works on a ranch 20–40 hours per month, occasionally during market hours, which the firm identifies as an outside activity.
Client services
Financial planning
Portfolio management
Main office location
John H Taylor, LLC
Jones OK, United States
Number of offices
1
Most active in
John H Taylor, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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