# Taylor Capital Management

> Taylor Capital Management is an SEC-registered investment advisory firm in Martinsburg, WV, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 147445
- Filed as: TAYLOR CAPITAL MANAGEMENT
- Legal name: TCM Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Martinsburg, WV
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147445
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-capital-management-martinsburg-wv-147445

## Quick answers

**How is Taylor Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Taylor Capital Management located?**
Taylor Capital Management's principal office is in Martinsburg, WV, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Taylor Capital Management registered with the SEC or a state?**
Taylor Capital Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 147445.

**How much does Taylor Capital Management manage?**
Taylor Capital Management reports $142,887,213 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Taylor Capital Management's assets and staff changed since 2022?**
In the Form ADV data for Taylor Capital Management: Regulatory assets under management: $126,247,764 in the October 2022 data and $142,887,213 in the October 2026 data, up 13%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Taylor Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (176); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Taylor Capital Management use?**
Taylor Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Taylor Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147445

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $142,887,213
- Discretionary: $142,887,213
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 176 | $54,222,733 |
| High net worth individuals | 31 | $80,695,926 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6,686,537 |
| Charitable organizations | Fewer than 5 | $1,065,629 |
| Corporations or other businesses not listed above | Fewer than 5 | $216,388 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, MD, PA, SC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Martinsburg, WV

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $126,247,764 | 1 | March 23, 2022 |
| October 2023 | $112,321,921 | 1 | March 30, 2023 |
| October 2024 | $119,463,722 | 1 | March 26, 2024 |
| October 2025 | $136,652,410 | 1 | April 11, 2025 |
| October 2026 | $142,887,213 | 1 | March 31, 2026 |

Regulatory assets under management: $126,247,764 in the October 2022 data and $142,887,213 in the October 2026 data, up 13%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Capital Management (CRD 147445): Form ADV filing data as of October 2026.