Overview
Assets Under Management: $143 million
High-Net-Worth Clients: 31
Average Client Assets: $2.6 million
Frequently Asked Questions
TAYLOR CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147445), TAYLOR CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
TAYLOR CAPITAL MANAGEMENT serves 31 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, TAYLOR CAPITAL MANAGEMENT offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TAYLOR CAPITAL MANAGEMENT manages $143 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, TAYLOR CAPITAL MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.48%
Average Client Assets: $2.6 million
Total Client Accounts: 214
Discretionary Accounts: 214
Regulatory Filings
CRD Number: 147445
Filing ID: 2087398
Last Filing Date: 2026-03-31 13:25:45