Andrew
Taylor

Evolutionary Tree Capital Management, LLC

CRD#4342791
Investment Advisor
in Alexandria, VA

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About this Advisor

Andrew Taylor is a chartered financial analyst who works out of Alexandria, Virginia. Taylor is currently employed by Evolutionary Tree Capital Management, LLC. Over the course of their career, Taylor has held roles at Cumberland Partners, LLC, Trestle Point, LLC, Patrick Capital Markets, LLC, Growth Capital Services Inc, Finalis Securities LLC and Evolutionary Tree Capital Management LLC. Taylor holds a Series 63 license, certifying them as a securities broker, and is able to serve investors in Tennessee. Evolutionary Tree Capital Management, LLC is a company that has its headquarters in Alexandria, VA. It administers $118 million in total assets among its 108 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 108 customer accounts, 71% are held by high-net-worth individuals who have more than $1 million in assets. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management typically are based on which services the firm provides the client. Fees billed by Evolutionary Tree Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1199 N. Fairfax St. Suite 801
Alexandria, VA 22314

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Evolutionary Tree Capital Management, LLC Brokerage Details

Total Assets Under Management

$117,530,269

VA Average: $1,835,309,194
Total Number of Employees

5

VA Average: 32
Total Number of Accounts

108

VA Average: 1,458
Average Account Size

$1,088,243

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Andrew Taylor Work History

Andrew has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Evolutionary Tree Capital Management LLC

2022 - 2022 (< 1 year)

Finalis Securities LLC

2019 - 2022 (3 years)

Growth Capital Services Inc

2017 - 2019 (2 years)

Patrick Capital Markets, LLC

2013 - 2017 (4 years)

Trestle Point, LLC

2010 - 2022 (12 years)

Cumberland Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Evolutionary Tree Capital Management, LLC

Andrew Taylor
Alexandria, VA
Thomas Ricketts
Alexandria, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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