Taylor Thomas has been an investment adviser representative at NCM Capital Management since January 2022, and is not listed among the firm’s executive officers or direct owners. Taylor Thomas holds a Bachelor of Science in Business Administration with a concentration in Finance from Ramapo College of New Jersey and a Financial Planning certificate courses from New York University.
NCM Capital Management, LLC is a Ramsey, NJ firm with $539M under management, 252 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Taylor Thomas is Director of Financial Planning and Wealth Advisor at NCM Capital Management, LLC. He works with high-net-worth individuals and families and has been in the financial advisory field for over 15 years. Before joining NCM he spent about nine years at a national RIA, where he managed all aspects of clients' financial lives, including investments, taxes, insurance, estate, retirement and cash flow planning. One focus of his practice is Big4 accounting firm partners and principals.
Taylor Thomas’ longest registration was 6 years at Round Table Wealth Management (2015–2022). Before joining NCM Capital Management in 2022, Taylor Thomas was registered through Round Table Wealth Management and Regentatlantic Capital, LLC.
- NCM Capital Management, LLCCurrent– present · 4 yearsRamsey, NJ · Adviser representative · Firm CRD 151109
- Round Table Wealth Management– · 6 yearsWestfield, NJ · Adviser representative · Firm CRD 111304
- Regentatlantic Capital, LLC– · under a yearMorristown, NJ · Adviser representative · Firm CRD 105995
Professional designations
Listed by NCM Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Examinations
No examinations are on Taylor Thomas’s record.
- Full name
- Taylor J. Thomas
- CRD
- 5092831
- Firm
- NCM Capital Management · CRD 151109
- Office
- 180 EAST MAIN STREET, Ramsey, NJ 07446
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ncmcapitalmgmt.com
Where does Taylor Thomas work?
Taylor Thomas is an investment adviser representative registered through NCM Capital Management, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Thomas a financial advisor?
Yes. Taylor Thomas has a current investment-adviser registration, through NCM Capital Management since January 2022.
How many years of experience does Taylor Thomas have?
Taylor Thomas has 12 years in the financial industry, since September 2014, across 3 adviser firms.
Where did Taylor Thomas work before NCM Capital Management?
Before NCM Capital Management, Taylor Thomas was registered through Regentatlantic Capital, LLC, April 2012 to February 2013.
Where is Taylor Thomas based?
Taylor Thomas’ registered office is in Ramsey, NJ.
Is Taylor Thomas registered with FINRA?
No. Taylor Thomas has no current broker registration.
Is Taylor Thomas a CFP?
NCM Capital Management lists Taylor Thomas with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Taylor Thomas’ record?
Search CRD 5092831 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Thomas’ full registration record.
