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
- Entity structure
- Corporate Entity (Not Tax Exempt)
- NAICS codes registered in SAM.gov
- Corporate family
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Hub International Midwest LIMITED
Parent
C41QWCNCH3F5
- Taylor Advisors Inc. H8LMKKY1ADJ3
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Hub International Midwest LIMITED
Parent
C41QWCNCH3F5
- SAM.gov registration date
- Physical address
- 700 N Hurstbourne Pkwy #110, Louisville, KY 40222, USA
- Website
- tayloradvisor.com
- Founded
- 2002
- Employees
- 1-10
- Estimated annual revenue
- $1M-$10M
- Industry
-
- Financials
- Diversified Financials
- Capital Markets
- 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 .
Recent federal awards
| Award | Agency | Obligated | Awarded |
|---|---|---|---|
| Requisition 23NE000161 was issued to provide investment consulting services to the department of energy, office of the… | Headquarters | $0 | |
| Firm fixed price GSA FSS task order award (follow-on to DE-DT0007316) for investment consulting services (ICS) to the… | Headquarters | $86,486 | |
| ; TAS::89 0228::TAS - firm fixed price GSA FSS task order award (follow-on to DE-DT0000345)for investment consulting… | Headquarters | $67,385 | |
| Investment advisory services fixed price contract 1-year base period, plus four 1-year options | Headquarters | $140,070 |
About Taylor Advisors Inc.
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.
Contract vehicles
Quick answers
What is Taylor Advisors Inc.'s UEI?
Taylor Advisors Inc.'s Unique Entity ID (UEI) in SAM.gov is H8LMKKY1ADJ3.
What is Taylor Advisors Inc.'s CAGE code?
Taylor Advisors Inc.'s CAGE code is 4UYG7.
What is Taylor Advisors Inc.'s primary NAICS code?
Taylor Advisors Inc.'s primary NAICS code is 523940 (Portfolio Management and Investment Advice).
Where is Taylor Advisors Inc. located?
Taylor Advisors Inc.'s physical address in SAM.gov is 700 N Hurstbourne Pkwy #110, Louisville, KY 40222, USA.
Is Taylor Advisors Inc. registered in SAM.gov?
Yes. Taylor Advisors Inc.'s SAM.gov registration is active through June 30, 2027.
Who is Taylor Advisors Inc.'s parent company?
Taylor Advisors Inc. is part of Hub International Midwest LIMITED.
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 the… (89303023CNE000004), from Headquarters, on April 27, 2023.
On GovTribe
See Taylor Advisors Inc.'s full federal record
- Federal contract awards
- IDV awards
- Contract vehicles
- Funding analysis by agency, NAICS and set-aside
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