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Taylor Ross Herzog

TYTHON CAPITAL, LLC·PLANO, Texas
SIE, Series 7TO, Series 63CFAClean record17 years registeredTYTHON CAPITAL, LLC
5851 LEGACY CIRCLE, PLANO, TX 75024CRD# 5214086Firm CRD# 285212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taylor Ross Herzog · PLANO, TX
Registration
CRD #5214086 · TYTHON CAPITAL, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

TYME ADVISORS
Oct 2016 – present
LAKE POINT WEALTH MANAGEMENT, LLC
May 2018 – Feb 2020
HEATH, TX
TRUE NORTH ADVISORS, LLC
Aug 2008 – Oct 2009
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 63
Registration record
First registered · August 28, 2008
Years registered · 17
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TYTHON CAPITAL, LLC
CRD 285212 · SEC 801-129672
AUM
$532M
Regulatory assets under management
Employees
1
1,076 client accounts
Services offered by TYTHON CAPITAL, 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 TYTHON CAPITAL, LLC →
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05

Frequently Asked Questions

What services does Taylor Ross Herzog offer?
Taylor Ross Herzog specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.
What are Taylor Ross Herzog's credentials?
Taylor Ross Herzog holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Taylor Ross Herzog located?
Taylor Ross Herzog is based in PLANO, Texas, working with TYTHON CAPITAL, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Taylor Ross Herzog charge for services?
Taylor Ross Herzog'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 TYTHON CAPITAL, LLC?
TYTHON CAPITAL, LLC has approximately 1 employees and manages $532M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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