Hogantaylor Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated April 14, 2026, reports $593M in regulatory assets under management, 10 employees, 2 offices, and 1,294 accounts.
Assets Under Management
$593M
Employees
10
Offices
2 offices
Total Clients
385
Primary office
TULSA, OK
2222 S. UTICA PLACE SUITE 200, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.8% of total clients.
Top client categories% of clientsClients
1
Individuals
55.8%
215
2
HNWI
42.6%
164
3
Pension Plans
1.6%
6
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$593Mas of April 14, 2026
Discretionary81.3%
$482M
81% of total RAUM81.3%
Non-discretionary18.7%
$111M
19% of total RAUM18.7%
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.
Latest AUM$593M
Total Accounts1,294
10Y AUM Change+$335M (+129.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee39:1
10Y Employee Change+5 (+100.0%)
* 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.