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Gerber/Taylor Management LLC

Memphis, TN·SEC-registered · CRD #109319

Gerber/Taylor Management LLC is an SEC-registered investment advisory firm in Memphis, TN managing $11B across 273 client accounts, with 19 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$11B

Client accounts

273

Advisory staff

19

Fee model

Fee-based

How Gerber/Taylor Management LLC is paid

Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.

% of assetsCommissionsFee-based

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Common questions about Gerber/Taylor Management LLC

How much does Gerber/Taylor Management LLC manage?

Per its most recent SEC Form ADV filing (03/31/2026), Gerber/Taylor Management LLC reports $11B in regulatory assets under management across roughly 273 client accounts.

How does Gerber/Taylor Management LLC charge?

Gerber/Taylor Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Gerber/Taylor Management LLC a fiduciary?

Yes. Gerber/Taylor Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #109319), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Gerber/Taylor Management LLC taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Gerber/Taylor Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in Memphis, TN

Profile compiled from Gerber/Taylor Management LLC's public SEC Form ADV filing (CRD #109319, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Gerber/Taylor Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Gerber/Taylor Management LLC? Claim this profile.