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TAYLOR CAPITAL MANAGEMENT

· CRD 147445 · IAPD ↗ · 304-260-0078

$142.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2025 — TAYLOR CAPITAL MANAGEMENT notice-filed in CA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — TAYLOR CAPITAL MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.