Taylor A. Gill
Professional summary
Taylor A Gill is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in San Antonio, Texas.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Taylor has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Taylor A Gill's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2022 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 7373 Broadway Suite 400, San Antonio, TX 78209May 25, 2020 - June 3, 2022
EXENCIAL WEALTH ADVISORS
Primary Firm SEC Registration
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/3/2024)
(7/30/2025)
(10/3/2024)
(9/11/2024)
(10/6/2022)
(10/6/2022)
(10/6/2022)
Current Firm
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
