TAYLOR CAPITAL MANAGEMENT
TCM ADVISORS, LLC Legal Name
Adviser information for TAYLOR CAPITAL MANAGEMENT last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | West Virginia, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 210 | $119.5M |
| Non-Discretionary | 0 | $0 |
| Total | 210 | $119.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 168 | $41.8M |
| HNW Individuals | 32 | $69.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $5.4M |
| Charitable organizations | <5 | $482,104 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $2.4M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 104.0M |
| Portfolio Manager | 104.0M |
| Both for Same | 104.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| TAYLOR CAPITAL MANAGEMENT WRAP PROGRAM | TAYLOR CAPITAL MANAGEMENT |
Principal Office
246 TASLEY COURTMARTINSBURG
WV
United States
Monday - Friday, 9AM - 4:30 PM
Tel: 304-260-0078, Fax: 877-224-3607
Chief Compliance Officer
TIMOTHY TAYLOR
PRESIDENT, MANAGING MEMBER, AND CHIEF INVESTMENT OFFICER
484 WILLIAMSPORT PIKE #127
MARTINSBURG
WV
United States
Tel:
304-260-0078
Fax:
877-224-3607
T**@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAYLOR, TIMOTHY, JOHANN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 08/2008 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 1M | – | – |
| AMERICAN EAGLE OUTFITTERS IN | COM | 760K | – | – |
| APPLE INC | COM | 2M | – | – |
| ARCHER DANIELS MIDLAND CO | COM | 1M | – | – |
| AT&T INC | COM | 1M | – | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 701K | – | – |
| BLOCK H & R INC | COM | 732K | – | – |
| CHEVRON CORP NEW | COM | 2M | – | – |
| CISCO SYS INC | COM | 1M | – | – |
| COCA COLA CO | COM | 2M | – | – |
| CRACKER BARREL OLD CTRY STOR | COM | 438K | – | – |
| CUMMINS INC | COM | 1M | – | – |
| D R HORTON INC | COM | 1M | – | – |
| DELTA AIR LINES INC DEL | COM NEW | 973K | – | – |
| DISNEY WALT CO | COM | 884K | – | – |
| EASTMAN CHEM CO | COM | 960K | – | – |
| EATON CORP PLC | SHS | 1M | – | – |
| ENTERGY CORP NEW | COM | 877K | – | – |
| EXXON MOBIL CORP | COM | 276K | – | – |
| FASTENAL CO | COM | 1M | – | – |
| FORD MTR CO DEL | COM | 2M | – | – |
| FREEPORT-MCMORAN INC | CL B | 2M | – | – |
| HARLEY DAVIDSON INC | COM | 1M | – | – |
| HASBRO INC | COM | 1M | – | – |
| HILTON WORLDWIDE HLDGS INC | COM | 676K | – | – |
| ILLINOIS TOOL WKS INC | COM | 948K | – | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 952K | – | – |
| INTERNATIONAL BUSINESS MACHS | COM | 1M | – | – |
| INTERNATIONAL PAPER CO | COM | 1M | – | – |
| INVESCO QQQ TR | UNIT SER 1 | 32M | – | – |
| ISHARES TR | 20 YR TR BD ETF | 13M | – | – |
| ISHARES TR | U.S. REAL ES ETF | 3M | – | – |
| JPMORGAN CHASE & CO. | COM | 870K | – | – |
| LOCKHEED MARTIN CORP | COM | 2M | – | – |
| LOWES COS INC | COM | 1M | – | – |
| MCDONALDS CORP | COM | 688K | – | – |
| MEDTRONIC PLC | SHS | 1M | – | – |
| METLIFE INC | COM | 983K | – | – |
| NIKE INC | CL B | 618K | – | – |
| OMNICOM GROUP INC | COM | 1M | – | – |
| PAYCHEX INC | COM | 1M | – | – |
| PFIZER INC | COM | 1M | – | – |
| PHILIP MORRIS INTL INC | COM | 1M | – | – |
| PRICE T ROWE GROUP INC | COM | 1M | – | – |
| PROCTER AND GAMBLE CO | COM | 610K | – | – |
| RELIANCE INC | COM | 1M | – | – |
| RYDER SYS INC | COM | 1M | – | – |
| SERVICE CORP INTL | COM | 1M | – | – |
| SPDR GOLD TR | GOLD SHS | 6M | – | – |
| SPDR S&P 500 ETF TR | TR UNIT | 218K | – | – |
| TEXAS INSTRS INC | COM | 1M | – | – |
| UNION PAC CORP | COM | 628K | – | – |
| UNITED BANKSHARES INC WEST V | COM | 1M | – | – |
| UNITED PARCEL SERVICE INC | CL B | 1M | – | – |
| UNITEDHEALTH GROUP INC | COM | 730K | – | – |
| VISA INC | COM CL A | 1M | – | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 559K | – | – |
| WALMART INC | COM | 1M | – | – |
| WASTE MGMT INC DEL | COM | 640K | – | – |
| WHIRLPOOL CORP | COM | 1M | – | – |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 711K | – | – |