MCHAM TAYLOR & CO., INC.
Legal name: MCHAM TAYLOR & CO.
CRD #155378 SEC #801-72073 SPARTANBURG, SC 864-582-7000
SEC Registered
Total AUM
$151.6M
Discretionary
$123.7M
Employees
1
Clients
51
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $151.6M | $123.7M | $27.9M | 1 | 6 |
| Dec 2017 | $151.6M | $123.7M | $27.9M | 4 | 6 |
| Feb 2017 | $142.9M | $100.4M | $42.5M | 4 | 138 |
| Jan 2017 | $142.9M | $100.4M | $42.5M | 4 | 138 |
| Aug 2016 | $150.4M | $81M | $69.4M | 3 | 120 |
| Dec 2015 | $150.4M | $81M | $69.4M | 3 | 120 |
| Dec 2014 | $142.2M | $9.6M | $132.6M | 3 | 130 |
| Apr 2014 | $129.5M | $9.2M | $120.3M | 3 | 110 |
| Jan 2014 | $129.5M | $9.2M | $120.3M | 3 | 110 |
| Nov 2013 | $113.9M | $2.1M | $111.8M | 3 | 115 |
| Dec 2012 | $113.9M | $2.1M | $111.8M | 3 | 115 |
| Jun 2012 | $114.2M | $0 | $114.2M | 1 | 115 |
| Jan 2012 | $114.2M | $0 | $114.2M | 1 | 400 |
| Dec 2011 | $110M | $0 | $110M | 1 | 0 |
| Nov 2011 | $110M | $0 | $110M | 1 | 0 |
| Apr 2011 | $110M | $0 | $110M | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateSep 2018
Total AUM$151.6M
Discretionary$123.7M
Non-Disc.$27.9M
Employees1
Clients6
DateDec 2017
Total AUM$151.6M
Discretionary$123.7M
Non-Disc.$27.9M
Employees4
Clients6
DateFeb 2017
Total AUM$142.9M
Discretionary$100.4M
Non-Disc.$42.5M
Employees4
Clients138
DateJan 2017
Total AUM$142.9M
Discretionary$100.4M
Non-Disc.$42.5M
Employees4
Clients138
DateAug 2016
Total AUM$150.4M
Discretionary$81M
Non-Disc.$69.4M
Employees3
Clients120
DateDec 2015
Total AUM$150.4M
Discretionary$81M
Non-Disc.$69.4M
Employees3
Clients120
DateDec 2014
Total AUM$142.2M
Discretionary$9.6M
Non-Disc.$132.6M
Employees3
Clients130
DateApr 2014
Total AUM$129.5M
Discretionary$9.2M
Non-Disc.$120.3M
Employees3
Clients110
DateJan 2014
Total AUM$129.5M
Discretionary$9.2M
Non-Disc.$120.3M
Employees3
Clients110
DateNov 2013
Total AUM$113.9M
Discretionary$2.1M
Non-Disc.$111.8M
Employees3
Clients115
DateDec 2012
Total AUM$113.9M
Discretionary$2.1M
Non-Disc.$111.8M
Employees3
Clients115
DateJun 2012
Total AUM$114.2M
Discretionary$0
Non-Disc.$114.2M
Employees1
Clients115
DateJan 2012
Total AUM$114.2M
Discretionary$0
Non-Disc.$114.2M
Employees1
Clients400
DateDec 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees1
Clients0
DateNov 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees1
Clients0
DateApr 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--