← Back to search
TAYLOR CAPITAL MANAGEMENT
TCM ADVISORS, LLC
CRD 147445 · SEC 801-124720
Corporate platformLLC
Large incorporated asset manager or corporate group — typically not a local adviser team.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.9M
Discretionary AUM
$142.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $54.2M |
| High net worth individuals | 31 | $80.7M |
| Pension/profit sharing plans | 5 | $6.7M |
States served
CA, MD, PA, SC, VA, WV, TX
Official SEC filing: View on IAPD