SourcingSourcing

TAYLOR DERRICK CAPITAL, L.L.C.

C25
CRD 158016·SEC 801-108584·SALT LAKE CITY, UT
AUM
$910.7M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TAYLOR DERRICK CAPITAL, L.L.C.
CRD
158016
SEC file #
801-108584
EIN
—
DBA names
—

Economics

AUM
$910.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$311.3M → $910.7M▲ +193%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
22
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
3 advisors → 12 advisors▲ +300%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
taylorderrick.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TDC HOLDING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
TDC HOLDING, LLC
Ager, Charlton, Strofeld
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TAYLORDERRICK.COM
Rdap Domain Creation Date
2012-08-28T19:42:45Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-28T19:42:45Z
Rdap Domain Last Changed
2025-08-29T11:15:49Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (7)

7
MENLOVE, ANDREW, JEPPSON
IAR · Executive Officer · 2.5%
6719911
DERRICK, ROCKY, ROD
IAR · Executive Officer · 2.5%
5996149
Etherington, Nicholas, C
IAR · Executive Officer · 2.5%
7244534
RINGWOOD, TALLY, SPENCER
IAR · Executive Officer · 2.5%
7333059
Ager, Charlton, Strofeld
Executive Officer · 2.5%
7244531
McNeil, Caroline, Isolene
Executive Officer · 2.5%
7244536
BENJAMIN JOSEPH WALKER
IAR
6065384