T
$142.9M Total AUM
$142.9M Disc. AUM
8.4% 3Y CAGR
1 Employees
212 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-26-2008
- Office Locations
- 1
Office Locations
-- Martinsburg WV
About Taylor Capital Management
Taylor Capital Management is a Martinsburg-based RIA. The firm has been operating for 17 years. Managing $142.9M in total assets under management, with 1 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$142.9M AVG AUM / ADVISOR
$674.0K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TIMOTHY JOHANN TAYLOR
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, Managing Member, President
- CRD
- #4133029
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,887,213 | $667,697 |
| Non-Discretionary | $0 | -- |
| Total | $142,887,213 | $667,697 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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