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TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L

TROY, MI · CRD 156177 · IAPD ↗ · tmcpa.com · 248-688-9399

$512.5MRegulatory AUM
7Advisory reps
8Employees
20Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L reports 251-500 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 — TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L crossed $500M in regulatory AUM ($327.0M -> $512.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
January 2026 — TAYLOR & MORGAN ASSET MANAGEMENT, LLC is now doing business as TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
64
February 2025 — TAYLOR & MORGAN ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
February 2024 — TAYLOR & MORGAN ASSET MANAGEMENT, LLC moved its main office from FLINT, MI to TROY, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
February 2024 — TAYLOR & MORGAN ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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