Stewart Taylor Officer (Fayetteville,)

Stewart Taylor Officer is a large advisory firm based in Fayetteville,. It manages $310.57 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arkansas, Kentucky, Tennessee, and Texas.

Stewart Taylor Officer provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stewart Taylor Officer: assets under management

The assets under management (AUM) of Stewart Taylor Officer is $310.57 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and $310.57 million of the total AUM is attributable to clients outside of the United States.

The firm manages $310.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.94 million each.

Investments

The firm invests in investment grade corporate bonds the most. They account for 64% of the total AUM. The second-largest asset type is investment and business development companies, which make up 29% of the firm’s portfolio. Investments in exchange traded securities form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stewart Taylor Officer for their services and products based on a percentage of assets under management. 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.

What kind of clients Stewart Taylor Officer serves?

The only and largest group of clients of Stewart Taylor Officer is individuals with 160 clients and $310.57 million of assets under management. Among the 4 most similar advisory firms, Stewart Taylor Officer has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $310.57 million for 160 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Stewart Taylor Officer doesn't advise any private funds.

Careers at Stewart Taylor Officer

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stewart T. Officer	Owner and chief compliance officer	1 Jul 2015	75% - 100%	6531232

Based in Fayetteville,

The principal office where Stewart Taylor Officer performs its advisory services is located at 211 North Block Street Suite 106, Fayetteville,, AR 72701 The mailing address of the firm is 1590 E. Joyce Blvd. #8698, Fayetteville, AR 72703. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-859-312-2497 or by fax 1-859-312-2497. The normal business hours are 8 am - 5 pm on Monday - Friday.