# Taylor Derrick Capital, L.L.C.

> Taylor Derrick Capital, L.L.C. is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 158016
- Filed as: TAYLOR DERRICK CAPITAL, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158016
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-derrick-capital-l-l-c-salt-lake-city-ut-158016

## Quick answers

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

**Where is Taylor Derrick Capital, L.L.C. located?**
Taylor Derrick Capital, L.L.C.'s principal office is in Salt Lake City, UT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Taylor Derrick Capital, L.L.C. registered with the SEC or a state?**
Taylor Derrick Capital, L.L.C. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 158016.

**How much does Taylor Derrick Capital, L.L.C. manage?**
Taylor Derrick Capital, L.L.C. reports $910,679,666 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Taylor Derrick Capital, L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Taylor Derrick Capital, L.L.C.: Regulatory assets under management: $536,007,572 in the October 2021 data and $910,679,666 in the October 2026 data, up 70%. Total employees: 13 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Taylor Derrick Capital, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does Taylor Derrick Capital, L.L.C. 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/158016

**What changed in Taylor Derrick Capital, L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 12. Changed its office addresses in Henderson, NV.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $910,679,666
- Discretionary: $910,679,666
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $910,679,666 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (9 years)
- Employees: 22 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, UT
- 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
- Henderson, NV

### Websites listed on Form ADV (Item 1.I)
- [taylorderrick.com](https://taylorderrick.com)
- LinkedIn @taylor-derrick-capital-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $536,007,572 | 13 | March 26, 2021 |
| October 2022 | $634,509,889 | 17 | March 25, 2022 |
| October 2023 | $717,435,489 | 18 | June 16, 2023 |
| October 2024 | $770,436,690 | 18 | March 30, 2024 |
| October 2025 | $847,487,473 | 20 | March 30, 2025 |
| October 2026 | $910,679,666 | 22 | March 27, 2026 |

Regulatory assets under management: $536,007,572 in the October 2021 data and $910,679,666 in the October 2026 data, up 70%.
Total employees: 13 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 12.
- Changed its office addresses in Henderson, NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Derrick Capital, L.L.C. (CRD 158016): Form ADV filing data as of October 2026.