Taylor Ross Herzog
Investment adviser representative at Valinor Wealth Management
6 yearsExperience
1 stateRegistered in
CFADesignation
$678.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Valinor Wealth ManagementOct 2016 to now
- Tython Capital, LLC dba Tyme AdvisorsJul 2016 to now
- Valkyrie Equities CorporationSep 2020 to Feb 2022
- Tyme Capital Holdings, Inc.Jan 2019 to Mar 2026
- Lake Point Wealth Management, LLCApr 2018 to Jan 2020
- Ahuja and Clark, PllcMar 2016 to Aug 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Valinor Wealth Management
Legal name: Tython Capital, LLC
$678.3MAssets managed
25Clients
1Advisers
2 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
- 5214086
- Firm CRD
- 285212