TCM Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
TCM Advisors reports 212 clients. They include 176 individual clients, 31 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($143M across 214 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $429M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 38% |
| High-net-worth individuals | 15% | 56% |
| Pension and profit-sharing plans | 2% | 5% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 176 | $54.2M | 37.9% | $308K |
| High-net-worth individuals | 31 | $80.7M | 56.5% | $2.6M |
| Pension and profit-sharing plans | 5 | $6.69M | 4.7% | $1.34M |
| Charitable organizations | Fewer than 5 | $1.07M | 0.7% | — |
| Corporations and other businesses | Fewer than 5 | $216K | 0.2% | — |
| Total | 212 | $143M | 100% | — |
- Clients
- 176
- Regulatory AUM
- $54.2M
- AUM share
- 37.9%
- Avg. per client
- $308K
- Clients
- 31
- Regulatory AUM
- $80.7M
- AUM share
- 56.5%
- Avg. per client
- $2.6M
- Clients
- 5
- Regulatory AUM
- $6.69M
- AUM share
- 4.7%
- Avg. per client
- $1.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.07M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $216K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 212
- Regulatory AUM
- $143M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
TCM Advisors is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Timothy Taylor owns 75% or more of TCM Advisors. The leadership team of TCM Advisors includes Chief Compliance Officer Timothy Taylor. It has 1 employee.
Leadership
- Timothy TaylorManaging Member and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of TCM Advisors, LLC
Timothy Taylor
Control person · since August 2008
TCM Advisors’ regulatory assets grew from $126M (March 2022) to $143M (March 2026); clients rose from 177 to 212 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $143M | 212 | 1 | 2 |
| April 2025 | $137M | 227 | 1 | 2 |
| March 2024 | $119M | 210 | 1 | 2 |
| March 2023 | $112M | 150 | 1 | 2 |
| March 2022 | $126M | 177 | 1 | 2 |
Besides its headquarters, TCM Advisors has 1 office, with 2 listed addresses in West Virginia.
West Virginia · 1 listed address
- 484 Williamsport Pike, Martinsburg
Contact and registration details
- Legal name
- TCM Advisors, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 304-260-0078
- SEC file
- 801-124720
- Structure
- West Virginia LLC
- Fiscal year end
- December
TCM Advisors uses Raymond James ($143M) as custodian for its separately managed accounts. TCM Advisors does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $143M100%
At year end, TCM Advisors’ separately managed accounts were mostly in funds (55%) and stocks (44%).
What the accounts hold
- Stocks44%
- Funds55%
- Cash1%
How many clients does TCM Advisors have?
TCM Advisors has 212 clients and manages $143 million for them, as of March 2026. They include 176 individual clients, 31 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does TCM Advisors offer?
TCM Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does TCM Advisors use?
TCM Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does TCM Advisors have?
TCM Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TCM Advisors invest in?
At the end of its last fiscal year, TCM Advisors’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 44% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TCM Advisors?
TCM Advisors’ direct owner is Timothy Taylor (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does TCM Advisors get paid?
TCM Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact TCM Advisors?
Its phone number is 304-260-0078.