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Taylor, Cottrill LLC (New London)


Taylor, Cottrill LLC is a large advisory firm based in New London. It manages $283.23 million of regulatory assets for 432 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, and 3 other states.




Taylor, Cottrill provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taylor, Cottrill: assets under management

The assets under management (AUM) of Taylor, Cottrill LLC is $283.23 million. The firm's AUM has grown by 140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $267.71 million in discretionary accounts and $15.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $719.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $258.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taylor, Cottrill LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New London

The principal office where Taylor, Cottrill LLC performs its advisory services is located at 224 Main Street, New London, NH 03257 The mailing address of the firm is P.O. Box 7, New London, NH 03257 0622. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-526-7400 or by fax 603-526-4842. The normal business hours are 8:30-4:30 on Monday - Friday.


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