Taylor Frigon Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 24, 2026, reports $233M in regulatory assets under management, 11 employees, 1 office, and 471 accounts.
Assets Under Management
$233M
Employees
11
Offices
1 office
Total Clients
121
Primary office
SCOTTSDALE, AZ
18835 N. THOMPSON PEAK PKWY, SUITE C-200, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.0% of total clients.
Top client categories% of clientsClients
1
HNWI
81.0%
98
2
Charitable
8.3%
10
3
Pension Plans
5.8%
7
4
Corporations
2.5%
3
5
Pooled Investment Vehicles
1.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of March 24, 2026
Discretionary98.2%
$228M
98% of total RAUM98.2%
Non-discretionary1.8%
$4M
2% of total RAUM1.8%
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$233M
Total Accounts471
10Y AUM Change+$72M (+45.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee11:1
10Y Employee Change+6 (+120.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.