Andrew Glenn Taylor
Investment adviser representative at Evolutionary Tree Capital Management, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$91.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Evolutionary Tree Capital Management, LLCMar 2023 to now
- Finalis Securities LLCJan 2022 to Dec 2022
- Growth Capital Services Inc.Oct 2019 to Jan 2022
- Patrick Capital Markets, LLCMay 2017 to Oct 2019
- Trestle Point, LLCJun 2013 to Apr 2017
- Cumberland Partners, LLCFeb 2010 to Nov 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TN).
Evolutionary Tree Capital Management, LLC
$91.7MAssets managed
48Clients
2Advisers
6 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
- 4342791
- Firm CRD
- 291127