Taylor Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 147445
- Registered since
- April 22, 2022
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI56.48%
- Individuals37.95%
- Pension & Profit Sharing Plans4.68%
- Charitable Organizations0.75%
- Corporations / Businesses0.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Taylor Capital Management is an independent, SEC‑registered registered investment adviser organized as an LLC and formed in 2022. The firm is owned by an individual and provides discretionary portfolio management to both individual and family clients as well as businesses and institutional clients. Compensation combines a percentage of assets under management with performance‑based fees. Taylor Capital does not identify as an active ESG investor, is not a multistate adviser, and does not position itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities44%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Timothy Taylor
Managing Member And Chief Compliance OfficerCRD 4133029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$94M in ETFs
100%
$94M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $38M | 51,544 | 40.36% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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