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TAYLOR CAPITAL MANAGEMENT
Legal name: TCM ADVISORS, LLC
CRD 147445File 801-124720
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$142.9M
Bottom 25% of cohort (national)
Discretionary AUM
$142.9M
Clients
212
214 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 22, 2022
- Principal office
- Not reported
- Phone
- 304-260-0078
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $142.9M
- Discretionary AUM
- $142.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 214
- Non-discretionary accounts
- 0
- Total accounts
- 214
- AUM per client
- $674K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $216K |
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 31 | $80.7M |
| Pension and profit sharing plans | 5 | $6.7M |
| Individuals (other than high net worth individuals) | 176 | $54.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 227 | 212 | decreased by15 |
| Apr 1, 2026 | AUM | $136,652,410 | $142,887,213 | increased by$6,234,803 |
| Apr 1, 2026 | Accounts | 229 | 214 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 177 | 227 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $126,247,764 | $136,652,410 | increased by$10,404,646 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 379 | 229 | decreased by150 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TAYLOR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TAYLOR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.