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Thomas Joseph Taylor

THOMA CAPITAL MANAGEMENT LLC·TOWSON, Maryland
Series 65Clean record27 years registeredTHOMA CAPITAL MANAGEMENT LLC
401 JEFFERSON AVENUE, TOWSON, MD 21286CRD# 2758307Firm CRD# 120139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Joseph Taylor · TOWSON, MD
Registration
CRD #2758307 · THOMA CAPITAL MANAGEMENT LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

CHESAPEAKE FINANCIAL ADVISORS
Mar 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 31, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THOMA CAPITAL MANAGEMENT LLC
CRD 120139 · SEC 801-111054
AUM
$192M
Regulatory assets under management
Employees
12
976 client accounts
Services offered by THOMA CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THOMA CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Thomas Joseph Taylor offer?
Thomas Joseph Taylor specializes in Financial Planning, Investment Management. Contact their office in TOWSON, Maryland for a consultation.
What are Thomas Joseph Taylor's credentials?
Thomas Joseph Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Taylor located?
Thomas Joseph Taylor is based in TOWSON, Maryland, working with THOMA CAPITAL MANAGEMENT LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Thomas Joseph Taylor charge for services?
Thomas Joseph Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMA CAPITAL MANAGEMENT LLC?
THOMA CAPITAL MANAGEMENT LLC has approximately 12 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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