Taylor Advisors Inc.

Louisville, KY Part of Hub International Midwest LIMITED

UEI
H8LMKKY1ADJ3
CAGE
4UYG7
Primary NAICS
523940 Portfolio Management and Investment Advice
SAM.gov registration
Active through

Company facts

Self-certified in SAM.gov
  • For Profit Organization
Entity structure
Corporate Entity (Not Tax Exempt)
Corporate family
SAM.gov registration date
Founded
2002
Employees
1-10
Estimated annual revenue
$1M-$10M
Industry
  1. Financials
  2. Diversified Financials
  3. Capital Markets
  4. Asset Management & Custody Banks
SIC code
62 Security & Commodity Brokers
Profiles

Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .

Contract vehicles

Contract awards

Award Agency Obligated Awarded
Requisition 23NE000161 was issued to provide investment consulting services to the department of energy, office of… 89303023CNE000004 Headquarters $0
Firm fixed price GSA FSS task order award (follow-on to DE-DT0007316) for investment consulting services (ICS) to the… 89303019FGC400002 Headquarters $86,486
Firm fixed price GSA FSS task order award (follow-on to DE-DT0000345)for investment consulting services (ICS) to the… DEDT0007316 Headquarters $67,385
Investment advisory services fixed price contract 1-year base period, plus four 1-year options DEDT0000345 Headquarters $140,070

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About the company

Written by GovTribe AI ·

Taylor Advisors Inc., a subsidiary of Hub International Midwest LIMITED based in Louisville, Kentucky, provides investment consulting and financial advisory services to federal agencies as a prime contractor, competing in full-and-open procurements without set-aside designation. The vendor operates across five prime contracts spanning five distinct customer agencies, with a combined potential value of $3.8 million and minimal sub-contractor engagement — all five awards are prime work.

Taylor Advisors' customer footprint is highly dispersed across the Department of Energy and the General Services Administration. The GSA Federal Acquisition Service anchors the largest single award at $1.4 million potential value, while DOE's multiple offices — Nuclear Energy, Office of Management, Chief Financial Officer, and Headquarters — collectively represent $2.4 million across four distinct awards. This dispersion reflects the vendor's niche capability in federal financial and investment management rather than agency concentration. The vendor's primary named work is a firm fixed-price investment consulting engagement with DOE's Office of Nuclear Energy, originally awarded April 27, 2023, and recently exercised for option year three ($687,656.23 ceiling). That contract runs through April 25, 2028 and requires Taylor Advisors to maintain securities and liabilities databases, provide monthly securities-purchase recommendations and market reports, and deliver semi-annual strategy assessments — work performed in Washington, D.C. Three task orders under the GSA Multiple Award Schedule carry $1.7 million in combined potential value, positioning Taylor Advisors as a Schedule vendor for broader federal financial and management-support consulting.

Activity volume is sparse and irregular — one award in 2008, one in 2009, one in 2014, one in 2019, and one in 2023 — with no clear trajectory signal. One award ($688 thousand potential value from DOE Nuclear Energy) faces ultimate completion within the next twenty-four months and therefore enters recompete window. Service Contract Inventory data captured SCI-reportable invoicing of $86 thousand in FY2023 across 0.3 FTEs, with no SCI-reportable invoicing in FY2022 or FY2024; the vendor does not appear in SCI records as a named subcontractor. GSA Schedule labor categories span staff-level roles at $64.48 per hour through senior consultant/manager positions at $322.36 per hour, all requiring bachelor's degrees and no security clearances. Taylor Advisors operates as a captive federal advisor for specialized financial and investment consulting rather than as a high-volume federal contractor, with minimal subcontracting footprint and no evidence of sub-prime teaming relationships in the award record.

Quick answers

Is Taylor Advisors Inc. registered in SAM.gov?

Yes. Taylor Advisors Inc.'s SAM.gov registration is active through June 30, 2027.

What is Taylor Advisors Inc.'s CAGE code?

Taylor Advisors Inc.'s CAGE code is 4UYG7, and its Unique Entity ID (UEI) is H8LMKKY1ADJ3.

Which contract vehicles does Taylor Advisors Inc. hold?

Taylor Advisors Inc. holds a place on 2 federal contract vehicles, including MAS and PSS.

What is Taylor Advisors Inc.'s most recent federal award?

Taylor Advisors Inc.'s most recent federal contract award is Requisition 23NE000161 was issued to provide investment consulting services to the department of energy, office of… (89303023CNE000004), from Headquarters, on April 27, 2023.

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