TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L
TROY, MICRD 156177Latest ADV March 9, 2026
Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 9, 2026, reports $513M in regulatory assets under management, 8 employees, 3 offices, and 1,049 accounts.
Assets Under Management
$513M
Employees
8
Offices
3 offices
Total Clients
452
Primary office
TROY, MI
3150 LIVERNOIS RD., SUITE 175, TROY, MI, United States
Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
357
2
HNWI
13.9%
63
3
Pension Plans
6.6%
30
4
Corporations
0.2%
1
5
TAYLOR & MORGAN ASSET MANAGEMENT SUNDRY ACCOUNT
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$513Mas of March 9, 2026
Discretionary91.7%
$470M
92% of total RAUM91.7%
Non-discretionary8.3%
$43M
8% of total RAUM8.3%
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$513M
Total Accounts1,049
10Y AUM Change+$394M (+330.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee57:1
10Y Employee Change+2 (+33.3%)
* 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.