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Verified 10 Nov 2026

Hogantaylor Wealth

HoganTaylor Wealth is a fee-only fiduciary adviser based in Tulsa, Oklahoma, with further offices in Oklahoma City and Fayetteville, Arkansas. It offers an outsourced family office service alongside wealth management for individuals, families and business owners, may act as consultant or manager over the investment funds of endowments and foundations, and serves 401(k) plans. Its Form ADV filed on 14 April 2026 reported $593 million in regulatory assets for 164 clients.

Type
Multi-family office
Location
Tulsa, Oklahoma, United States
Sectors
Public equities
Fund size / AUM
$593M regulatory AUM (Form ADV, filed 2026-04-14)
Latest fund or filing
14 Apr 2026

Contacts on file

For Hogantaylor Wealth, the paid file holds: 5 named decision-makers with roles; LinkedIn page.

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Sources

Last checked 10 Nov 2026. Is something wrong? Tell us.

Appears in 4 lists