Taylor Stephens Inc (Dallas)

Name: Taylor Stephens Inc
Address: 12720 Hillcrest Rd, Dallas, TX, 75230
Telephone: 972-991-1181

Taylor Stephens Inc is an adviser based in Dallas. It manages $65.72 million of regulatory assets for 279 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Taylor Stephens provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taylor Stephens: assets under management

The assets under management (AUM) of Taylor Stephens Inc is $65.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $65.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taylor Stephens Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Taylor Stephens Inc

John Allen Taylor has been acting as President since 1 Aug 1994. William Kent Brinson joined the executive team most recently as the Director/Secretary/Chief Compliance Officer/President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Kent Brinson	Chairman/secretary	1 Apr 1990	50% - 75%	30774
John Allen Taylor	President/director	1 Aug 1994	50% - 75%	1754138
John Allen Taylor	Chairman emeritus/director	1 Jun 2007	50% - 75%	1754138
William Kent Brinson	Director/secretary/chief compliance officer/president	1 Jun 2007	25% - 50%	30774

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Brinson Partners Ltd.	Indirect owner	1 Dec 1993	50% - 75%	75-2516570
Abramshire Management Llc	General partner	1 Dec 1993	Other	xxx-xx-xxxx
William Kent Brinson	Partner	1 Dec 1993	25% - 50%	5428202
Lisa Kathryn Brinson	Partner	1 Dec 1993	25% - 50%	5428204
Stephanie Dawn Brinson Roark	Partner	1 Dec 1993	25% - 50%	5428207
William Kent Brinson Ii Childrens Trust	Partner	1 Dec 1993	25% - 50%	75-6398427

Based in Dallas

The principal office where Taylor Stephens Inc performs its advisory services is located at 12720 Hillcrest Rd, Dallas, TX 75230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-991-1181 or by fax 972-991-9761. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.taylorstephens.com.