Kameron
Gilbert

Taylor Frigon Capital Management LLC

CRD#7646404
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kameron Gilbert is a financial advisor based in Scottsdale, Arizona, working with Taylor Frigon Capital Management LLC. Kameron has previously held positions at Sanderson Ford, United State Marine Corps, Johnson Roofing, Panda Pest Control, Taylor Frigon Capital Management, and Taylor Frigon Family Office. Kameron has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Kameron is part of Taylor Frigon Capital Management LLC, which operates out of Scottsdale, Arizona. The firm has 1 office and 11 employees. The firm manages assets totaling $301.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Taylor Frigon Capital Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

18835 N. Thompson Peak Pkwy Suite C-200
Scottsdale, AZ 85255

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Taylor Frigon Capital Management LLC Brokerage Details

Total Assets Under Management

$301,346,962

AZ Average: $1,555,372,352
Total Number of Employees

11

AZ Average: 37
Total Number of Accounts

540

AZ Average: 1,370
Average Account Size

$558,050

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kameron Gilbert Work History

2023 - Present (1 year)

Taylor Frigon Family Office

2022 - Present (2 years)

Taylor Frigon Capital Management

2022 - 2022 (< 1 year)

Johnson Roofing

2021 - 2021 (< 1 year)

Panda Pest Control

2019 - 2021 (2 years)

Johnson Roofing

2018 - 2019 (1 year)

Sanderson Ford

2014 - 2018 (4 years)

United State Marine Corps

2013 - 2014 (1 year)

Sanderson Ford

Disclosures

Please visit the SEC profile of Kameron Gilbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Taylor Frigon Capital Management LLC

Kameron Gilbert
Scottsdale, AZ
Douglas Connolly
Scottsdale, AZ
Jennifer Hall
Templeton, CA
Matthew Sepulveda
Scottsdale, AZ
John Ferebee
Scottsdale, AZ
Gerard Frigon
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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