Matthew
Taylor
Captrust
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About this Advisor
Matthew Taylor is a financial advisor working in Kansas City, Missouri who has 1 year of relevant experience. Taylor is an advisor for Captrust. Their career trajectory has included roles at Capfinancial Partners, LLC (Captrust) and Frontier Wealth Management. Taylor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Kansas and Missouri. Captrust is a business operating out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 advisors. It oversees $715 billion in assets under management among its 76,254 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 136 charitable organizations. Of its 76,254 client accounts, 33% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fee schedules typically depend on which services are provided. Fee types charged by Captrust can consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Matthew Taylor Work History
Matthew has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC (Captrust)
Frontier Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Taylor 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 Captrust
Allentown, PA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Clarkston, MI
Phoenix, AZ
Wilmington, NC
Marietta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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