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Managing Member and Chief Compliance Officer · Taylor Capital Management

Timothy J. Taylor

CRD 4133029 · Named on Form ADV at one SEC-registered adviser

At a glance

Taylor Capital Management, an SEC-registered wealth manager with $143 million in regulatory assets, lists Timothy J. Taylor on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Taylor Capital ManagementManaging Member and Chief Compliance OfficerWealth manager · United States · $143M in regulatory assets

AtlasMembers

Timothy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.