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HOGANTAYLOR WEALTH

TULSA, OK · CRD 129696 · IAPD ↗ · hogantaylorwealth.com · 918.388.2690

$592.8MRegulatory AUM
6Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — HOGANTAYLOR WEALTH notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — HOGANTAYLOR WEALTH reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — HOGANTAYLOR WEALTH crossed $500M in regulatory AUM ($496.8M -> $592.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
August 2025 — HOGANTAYLOR WEALTH notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — HOGANTAYLOR WEALTH notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — HOGANTAYLOR WEALTH now reports custody of client assets ($54.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.