TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L
SEC RegisteredAbout the firm
Since 1982, Taylor & Morgan has provided quality, personalized tax and financial guidance to individuals and businesses nationwide. The firm is headquartered in Southeast Michigan with an additional office in Charlotte, North Carolina, and ensures client success by providing services from experts in each field.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax management & planning, business consulting, accounting, business valuations, merger & acquisition advising, and audit & assurance
Who they serve
Individuals and businesses nationwide
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 357 | $142M |
| High Net Worth Individuals | 63 | $279M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 30 | $89M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Above $1,000,000 | 0.75% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.