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Taylor Vick, CFA
Blue Ridge Asset Management, Greenville, SC
Taylor Vick, CFA is the Managing Director of Blue Ridge Asset Management in Greenville, South Carolina. He serves business owners and investors as a Fractional Director of Real Estate—aligning real estate decisions with capital strategy, operational flexibility, and long-term plans.
What I Do
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Lease vs buy analysis for owner-operators
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Sale-leaseback and capital strategy
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Broker oversight + negotiation support
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Deal execution support (due diligence, timelines, coordination)
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Portfolio direction + reporting for real estate exposure
Who I Help
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Business owners with leasing, expansion, or owner-occupied real estate decisions
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Investors with concentrated real estate exposure (“shadow portfolios”)
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Advisors/CPAs supporting clients where real estate creates complexity

More about Taylor
Taylor Vick is an experienced investor and advisor with a proven track record across real estate and private business investments, and is the creator of the Faction Director of Real Estate™ approach. He has completed over $200 million in transactions as a principal investor, raised $70 million in equity, and has advised on over $1B in transactions. Outside of helping business owners as The Fractional Director of Real Estate™, he is a regular speaker at conferences, businesses and universities. His deep understanding of capital structures and financial strategy has driven consistent success for investors and clients alike. Taylor has structured a wide range of debt solutions—including Life Company loans, CMBS, bank financing, mezzanine debt, and lease-purchase arrangements—as well as equity structures such as syndications, funds, preferred equity, convertible notes, and Reg D offerings. Never losing the focus on the most important part of investing, after tax return, Taylor has utilized various tax credit, accelerated depreciation and tax deferral strategies. In addition to his investment work, Taylor advises business owners and attorneys on partnership disputes, estate planning, business valuations, and succession strategies. He is passionate about helping entrepreneurs strengthen and scale their enterprises through creative yet disciplined financial solutions. Taylor Vick is a Chartered Financial Analyst (CFA®), the world class designation for Finance Professionals. He graduated from Clemson University with a B.Sc in Finance with honors. He returned to his alma matter to teach Corporation Finance. In 2023 he was named “Best and Brightest, 35 and Under” by Greenville Business Magazine. That same year, he was named “40 under 40” by GSA Business Report. He has served on the Clemson Finance Department Advisory Board for over 10 years.
