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Taggart Financial Group, Inc. (Houston)


Taggart Financial Group, Inc. is an adviser based in Houston. It manages $17.58 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2001.

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Taggart Financial Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taggart Financial Group: assets under management

The assets under management (AUM) of Taggart Financial Group, Inc. is $17.58 million. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.08 million in discretionary accounts and $1.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.5 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Taggart Financial Group, Inc. 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.

Based in Houston

The principal office where Taggart Financial Group, Inc. performs its advisory services is located at 770 South Post Oak Lane,Suite 690, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-961-9888 or by fax 888-837-2708. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.taggart.com.


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