Mitchell Vaught & Taylor Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2025, reports $42M in regulatory assets under management, 5 employees, and 257 accounts.
Assets Under Management
$42M
Employees
5
Offices
--
Total Clients
87
Primary office
CHICAGO, IL
53 W. JACKSON SUITE 901, CHICAGO, IL, United States
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
67
2
Government
17.2%
15
3
HNWI
5.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$42Mas of March 31, 2025
Discretionary92.7%
$39M
93% of total RAUM92.7%
Non-discretionary7.3%
$3M
7% of total RAUM7.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$42M
Total Accounts257
10Y AUM Change$-411M (-90.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change-6 (-54.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.