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Chief Executive Officer · Hogantaylor Wealth

Mathew R. Bacon

CRD 2905491 · Named on Form ADV at one SEC-registered adviser

At a glance

Hogantaylor Wealth, an SEC-registered wealth manager based in Tulsa, OK with $593 million in regulatory assets, lists Mathew R. Bacon on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

  • Hogantaylor WealthChief Executive OfficerWealth manager · Tulsa, OK · $593M in regulatory assets

AtlasMembers

Mathew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mathew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.