Multi-Family OfficeRIA · CRD 323249SEC-Registered

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Taylor Frigon Capital Management

Taylor Frigon Capital Management was established in 2006 by Gerard J. Frigon. The firm traces its investment discipline to growth-equity work developed with...

Taylor Frigon Capital Management logo

Taylor Frigon Capital Management

Taylor Frigon Capital Management was established in 2006 by Gerard J. Frigon. The firm traces its investment discipline to growth-equity work developed with mentor Richard C. Taylor. It functions as a multi-family office based in Scottsdale, Arizona, and maintains a single fee structure tied to assets under management. The firm allocates across public equities, venture opportunities and real estate. Investment stages span seed through Series G as well as mid- and small-cap public companies. Confirmed positions include exposure to cryptocurrency holdings and income-producing real estate. Deployment occurs via direct co-investments, SPVs and hedge-fund commitments. Geographic reach covers North America and the Middle East & Central Asia. The Taylor Frigon Core Growth Fund (TFCGX) offers outside investors access to the same internal research process applied to family portfolios. The firm reports no disclosed headcount. It maintains memberships in the Forbes Finance Council and Legatus, where Gerard J. Frigon serves as President Emeritus of the Phoenix chapter. Philanthropic vehicles include the Arizona Free Enterprise Club and Caritas in Veritate. Karen T. Frigon serves as COO, Director of Operations and Trustee of the Frigon Family Trust. No operational events from the last 24 months appear in available records. The firm differs from conventional advisors by embedding investment management inside a single coordinated platform that also handles tax, estate, legal and philanthropic decisions. This structure aligns the family’s own capital with client portfolios and relies on internal research rather than product selection.

General information

Firm type

Multi Family Office

Year founded

2006

Location

Region

North America

Country

United States

City

Scottsdale

Corporate office

Scottsdale, AZ, United States

Principals

Gerard J. Frigon

President and Chief Investment Officer

Karen T. Frigon

COO and Director of Operations

Richard C. Taylor

Mentor and firm namesake

Jonathan Wornick

Business Development Officer

Sector focus

Healthcare ServicesMedia & EntertainmentRobotics & AutomationIndustrial TechDigital Health

Frequently asked questions

Who runs investment decisions at Taylor Frigon Capital Management?

Gerard J. Frigon serves as President and Chief Investment Officer. He founded the firm in 2006 and oversees portfolio construction alongside internal research staff.

How does Taylor Frigon Capital Management source proprietary deal flow?

The firm builds positions through in-house research across public equities and private opportunities. It also participates in direct co-investments and SPVs rather than relying solely on external fund managers.

Is Taylor Frigon Capital Management structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office. The firm coordinates investment management with tax, estate, trust and philanthropic services for multiple enterprising families under one fee schedule.

Does Taylor Frigon Capital Management participate in fund commitments or only direct deals?

It uses both approaches. The firm makes direct co-investments and SPVs while also maintaining hedge-fund and mutual-fund vehicles such as the Taylor Frigon Core Growth Fund (TFCGX).

What investment stages does Taylor Frigon Capital Management typically target?

Stages range from seed and Series A through Series G, plus growth, mid-cap and small-cap public equities. Real estate investments focus on income-producing or growth assets.

Where does the underlying wealth come from?

The firm’s investment approach originates from decades of growth-equity management developed by Gerard J. Frigon and mentor Richard C. Taylor.

Does Taylor Frigon Capital Management maintain philanthropic structures, and how are they separated?

Yes. Named vehicles include the Arizona Free Enterprise Club and Caritas in Veritate. These sit alongside client philanthropic coordination but remain distinct from investment portfolios.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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