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 a small, owner-operated SEC-registered advisory firm organized as an LLC and registered in 2022. The firm primarily provides discretionary portfolio management to individuals, families, small businesses and institutions. Its compensation mixes a percentage-of-assets fee with the potential for performance-based fees. Advisory services center on portfolio management for individual/small-business accounts and for business or institutional clients. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and is not presented as a capital allocator or a related adviser.
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 12Active vs passive
$86.2M in ETFs
99%
$85.6M
0%
$517K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $32.7M | 56,644 | 37.95% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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