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Timothy Johann Taylor

Investment adviser representative at Taylor Capital Management
20 yearsExperience
5 statesRegistered in
$142.9MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Taylor Capital ManagementAug 2008 to now
  2. Tcm Advisors, LLCAug 2006 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 5 states (MD, PA, TX, VA, WV).

Taylor Capital Management

Legal name: Tcm Advisors, LLC

$142.9MAssets managed
212Clients
1Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4133029
Firm CRD
147445
Advisor's SEC record (opens in a new tab)
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