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1969 Willamette Falls Drive Suite 230, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-29 |
| CA | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2023-03-27 |
| OR | RA | APPROVED | 2022-09-30 |
Branch Locations
1969 Willamette Falls Drive Suite 230, West Linn, OR 97068 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 07/2004 | 08/2022 |
| Twm Wealth Management Corp | West Linn | OR | 05/2010 | Present |
Project Charles LLC Title: Sole Managing Partner Nature of Business: Holding Company Project Charles LLC is a holding company through which Mr. Taylor maintains ownership interests in several affiliated businesses including TWM Wealth Management Corp., VVRX Pharmacy Billing Solutions, Voyage Venture LLC, Einnor Projects LLC, and Einnor Capital LLC. Compensation: Ownership distributions and profit participation. Time Commitment: Part time. Einnor Capital LLC Title: Chief Executive Officer and Fund Manager Nature of Business: Private Investment Fund Manager Einnor Capital LLC sponsors and manages private investment funds focused on acquiring and managing music intellectual property assets including music catalogs consisting of master recording rights and publishing rights. These assets generate royalty income through streaming platforms, performance royalties, synchronization licensing, and other music licensing channels. Compensation: Management fees of approximately 2 percent of committed capital, carried interest of approximately 20 percent of profits after investor preferred returns, salary of approximately $150,000 annually once the fund reaches full capital capacity, and potential ownership distributions. Time Commitment: Part time. Einnor Projects LLC Title: Managing Partner Nature of Business: Investment Advisory and Operational Support Einnor Projects LLC provides advisory, operational, and administrative support services to affiliated investment entities including funds managed by Einnor Capital LLC. Compensation: Ownership distributions or related compensation. Time Commitment: Part time. VVRX Pharmacy Billing Solutions Title: Founder and Chief Executive Officer Nature of Business: Healthcare Services Platform VVRX Pharmacy Billing Solutions provides administrative and operational services to medical practices implementing physician dispensing programs. Compensation: Salary and ownership distributions. Time Commitment: Part time. Voyage Venture LLC Title: Managing Member Nature of Business: Investment and Business Development Voyage Venture LLC is a private investment and business development entity that may hold investments in operating businesses and venture opportunities. Compensation: Ownership distributions. Time Commitment: Part time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-30 |
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