Taylor Frigon Capital Management LLC

Taylor Frigon Capital Management LLC (CRD# 142617) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $172,650,329 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $1,381,203
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Taylor Frigon Capital Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
John Ferebee
CRD#: 5666877
656 Santa Rosa Street, Suite 3b, San Luis Obispo, CA 93401
93
Wealthminder
score

John Ferebee (CRD# 5666877) is an Investment Advisor Representative working at Taylor Frigon Capital Management LLC in San Luis Obispo, CA and has over 7 years of experience in the finance industry.

2
Gerard J. Frigon
CRD#: 1624124
656 Santa Rosa Street, Suite 3b, San Luis Obispo, CA 93401
93
Wealthminder
score

Gerard Frigon (CRD# 1624124) is an Investment Advisor Representative working at Taylor Frigon Capital Management LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.

3
David W. Mathisen
CRD#: 4663469
656 Santa Rosa Street, Suite 3b, San Luis Obispo, CA 93401
93
Wealthminder
score

David Mathisen (CRD# 4663469) is an Investment Advisor Representative working at Taylor Frigon Capital Management LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.

4
Albert Sadanaga
CRD#: 5714907
656 Santa Rosa Street, Suite 3b, San Luis Obispo, CA 93401
93
Wealthminder
score

Albert Sadanaga (CRD# 5714907) is an Investment Advisor Representative working at Taylor Frigon Capital Management LLC in San Luis Obispo, CA and has over 6 years of experience in the finance industry.

5
John C. Summer
CRD#: 3234815
656 Santa Rosa Street, Suite 3b, San Luis Obispo, CA 93401
83
Wealthminder
score

John Summer (CRD# 3234815) is an Investment Advisor Representative working at Taylor Frigon Capital Management LLC in San Luis Obispo, CA and has over 17 years of experience in the finance industry.

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