HARRISBURG, PACRD 304070Latest ADV February 23, 2026
Taylor Securities Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Harrisburg, PA. Its latest Form ADV filing, dated February 23, 2026, reports $253M in regulatory assets under management, 11 employees, and 126 accounts.
Assets Under Management
$253M
Employees
11
Offices
--
Total Clients
767
Primary office
HARRISBURG, PA
3113 NORTH FRONT STREET, HARRISBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.2% of total clients.
Top client categories% of clientsClients
1
Individuals
95.2%
730
2
HNWI
4.6%
35
3
Corporations
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of February 23, 2026
Discretionary99.9%
$252M
100% of total RAUM99.9%
Non-discretionary0.1%
$146K
0% of total RAUM0.1%
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$253M
Total Accounts126
10Y AUM Change+$222M (+737.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee70:1
10Y Employee Change+10 (+1000.0%)
* 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.