Andrew G. Taylor

EVOLUTIONARY TREE CAPITAL MANAGEMENT

Collierville, TN

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CRD#: 4342791

Professional summary

Andrew Glenn Taylor, who also goes by Andrew G. Taylor Mr., Andrew G. Taylor, Andrew Glenn Taylor Mr., is a registered financial advisor currently at EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC located in Collierville, Tennessee.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Andrew has worked at 7 firms and has passed the Series 63, SIE, Series 50 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew G. Taylor Mr. | Andrew G. Taylor | Andrew Glenn Taylor Mr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Cumberland Partners, LLC; 680 Oakleaf Office Lane, Memphis, TN, 38117; Marketing the services of third party asset managers; Co-Managing Member and Chief Compliance Officer of Cumberland Partners and a Registered Representative at Finalis; 02/01/2010; 160; My responsibilities to both firms involve marketing the services of third party asset managers. Where the activities involve the sale of securities, I provide services through Finalis and where activities involve marketing investment advisory services, I provide services through Cumberland Partners. I devote full time to both businesses and allocate time to each depending on the specific requirements of my clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Glenn Taylor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 15, 2023 - Present

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 291127

Collierville, TN

Past

January 28, 2022 - January 2, 2023

FINALIS SECURITIES LLC

CRD#: 305908

NEW YORK, NY

Past

October 8, 2019 - January 31, 2022

GROWTH CAPITAL SERVICES, INC.

RIA

CRD#: 124658

Memphis, TN

Past

October 8, 2019 - January 31, 2022

GROWTH CAPITAL SERVICES, INC.

CRD#: 124658

MEMPHIS, TN

Past

May 31, 2017 - October 4, 2019

PATRICK CAPITAL MARKETS, LLC

CRD#: 16518

Memphis, TN

Past

June 19, 2013 - May 30, 2017

TRESTLE POINT, LLC

CRD#: 138494

BIRMINGHAM, MI

Past

September 9, 2010 - November 29, 2022

CUMBERLAND PARTNERS, LLC

RIA

CRD#: 153330

MEMPHIS, TN

Past

January 7, 2003 - March 30, 2010

SOUTHERNSUN ASSET MANAGEMENT, INC

RIA

CRD#: 108741

GERMANTOWN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

CRD#: 291127 / SEC#: 801-119228

RIA

Registered Investment Advisory firm - (8/17/2020 Approved)

Maryland

Registered Investment Advisory firm - (8/25/2020 Terminated)

Virginia

Registered Investment Advisory firm - (8/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(3/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/6/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 50

Date: 9/11/2017

Municipal Advisor Representative Qualification Exam

General Industry/Product Exam

Series 7

Date: 6/1/2012

General Securities Representative Examination

Current Firm

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

CRD#: 291127 / SEC#: 801-119228

RIA

Registered Investment Advisory firm - (8/17/2020 Approved)

Maryland

Registered Investment Advisory firm - (8/25/2020 Terminated)

Virginia

Registered Investment Advisory firm - (8/24/2020 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(703) 544-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ETCM BROCHURE ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	84
AUM (Assets Under Management)	$ 102,354,853

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Andrew G. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Glenn Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINALIS SECURITIES LLC

GROWTH CAPITAL SERVICES, INC.

GROWTH CAPITAL SERVICES, INC.

PATRICK CAPITAL MARKETS, LLC

TRESTLE POINT, LLC

CUMBERLAND PARTNERS, LLC

SOUTHERNSUN ASSET MANAGEMENT, INC

Primary Firm SEC Registration

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/6/2013

SIE

Date: 10/1/2018

Series 50

Date: 9/11/2017

Series 7

Date: 6/1/2012

Current Firm

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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