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Hogantaylor Wealth
Hogantaylor Wealth launched in 2010 as the wealth management division of HoganTaylor, a major regional accounting firm with offices in Oklahoma and Arkansas.
Hogantaylor Wealth
Hogantaylor Wealth launched in 2010 as the wealth management division of HoganTaylor, a major regional accounting firm with offices in Oklahoma and Arkansas. The practice draws its client base from the accounting firm's long-standing relationships with business owners, executives, and trusts across the southern Great Plains. The wealth origin at the client level typically traces to privately held operating companies in energy services, construction, logistics, and professional services — the core industries of the Oklahoma-Arkansas corridor. The firm's investment posture is built around tax-aware portfolio design. Hogantaylor Wealth constructs allocations across equities, fixed income, and alternative strategies, with a heavy emphasis on after-tax return optimization for taxable investors. The firm does not operate proprietary funds or direct deal platforms; it acts as a fiduciary selector of third-party managers and strategies. Portfolio construction blends active and passive approaches depending on asset class and client tax bracket. The geographic focus is concentrated in Oklahoma and northwest Arkansas, with clients often maintaining ties to local private banks and regional broker-dealers. Team size is not publicly disclosed, but the practice operates within HoganTaylor LLP, which reports roughly 350 professionals firmwide (public record). The wealth unit functions as a small, integrated team drawing on the broader firm's tax, estate, and business advisory capabilities. There is no record of a separate philanthropic vehicle or club-deal structure, though the firm advises charitable trusts and foundations as a standard part of its wealth management mandate. Recent operational filings show the firm maintaining its SEC registration as a registered investment adviser with no new fund launches or structural changes reported in the last 24 months. Hogantaylor Wealth's structural differentiator is its embedded position within a top-200 U.S. accounting firm. This architecture eliminates the referral friction typical of independent RIAs — tax partners and wealth advisors share the same hallway and the same client files. The model most closely resembles the wealth management arms of accounting firms like Plante Moran or BKD, where the advisory relationship originates in the tax return and extends into lifelong portfolio management for families who never leave the firm's ecosystem.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
Oklahoma City, OK, United States
Frequently asked questions
How does the HoganTaylor accounting partnership influence Hogantaylor Wealth's investment process?
The wealth management team operates inside the same partnership structure as the CPA firm, meaning client portfolios are built with direct access to the tax preparer's understanding of the family's full financial picture. Asset location decisions — which holdings sit in taxable versus retirement accounts — are informed by the same team handling the tax return, not a third-party referral. This integration is uncommon among standalone RIAs and is the central rationale for the firm's existence.
Does Hogantaylor Wealth manage proprietary funds or serve primarily as a selector of external managers?
The firm operates as a fiduciary selector rather than a proprietary fund manager. Public filings and disclosures show no Hogantaylor-branded mutual funds, ETFs, or private investment vehicles. The team constructs client portfolios using a mix of active and passive third-party strategies, with allocation decisions driven by each client's tax situation and liquidity needs as identified through the accounting firm relationship.
What types of clients does Hogantaylor Wealth typically serve?
The practice serves high-net-worth individuals, trusts, business owners, and charitable organizations — predominantly from Oklahoma and Arkansas. Many clients are existing HoganTaylor accounting clients whose wealth originated in regionally significant industries such as energy services, construction, transportation, and professional services. The firm also advises trusts and estates that span multiple generations of family ownership in those sectors.
Is Hogantaylor Wealth a single-family office or a multi-family office?
Neither. Hogantaylor Wealth is a registered investment adviser (RIA) operating within a CPA firm, not a family office structure. It serves multiple unrelated client families but does not market itself as a multi-family office. Its service model — combining portfolio management, tax planning, and estate advisory under one roof — provides some of the same coordination a family office would offer, without the dedicated family-office staffing model.
Where does the firm maintain physical offices?
Hogantaylor Wealth operates from HoganTaylor's Oklahoma City headquarters. The parent firm maintains additional offices in Tulsa, Oklahoma, and in Fayetteville and Little Rock, Arkansas. Wealth management services are typically delivered through these same locations, though the specific professional headcount dedicated to the wealth unit out of each office has not been publicly broken out.
Does the firm participate in direct private investments or co-investment opportunities?
There is no public evidence that Hogantaylor Wealth offers direct private investment or co-investment deal flow to clients. The firm's SEC registration and disclosures describe portfolio management through publicly traded securities and traditional managed accounts, not private placement or venture capital sourcing. This distinguishes it from some family office platforms that blend public and private deal access.
How is the wealth management practice regulated?
Hogantaylor Wealth is a federally registered investment adviser with the U.S. Securities and Exchange Commission, operating under the Investment Advisers Act of 1940. The firm files Form ADV through its parent entity, HoganTaylor LLP, and is subject to SEC examination and reporting requirements applicable to RIAs. Its compliance obligations are separate from those of the accounting practice, though the partnership structure governs both entities.
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