|
⚲
|
| Keyboard |
| Town Capital LLC
✚
|
|
|---|---|
| CRD # | 299341 |
| SEC # | 801-132806 |
| CIK # | 0001871352, 0001751940 |
| AUM | 168.8 M (2026-06-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-864-0209 |
| Address | 112 W Pennsylvania Ave Bel Air, MD 21014 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Constellation Energy Corp | 1.0 | ||
| Apple Inc | 0.9 | ||
| iShares Bitcoin Trust | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 48.2 |
| (b) Individuals (high net worth individuals) | 54 | 120.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 168.8 |
| By Discretionary | ||
| Discretionary | 681 | 168.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 681 | 168.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.8 | |
| Total | 681 | 168.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001751940] | |
| 13F-HR | [0001871352] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 15 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Littlejohn Financial Services Inc
✚
|
OR | 171.3 M |
|
Donald W Nicholson & Associates Ltd
✚
|
DE | 171.2 M |
|
Avise Financial Cooperative Inc
✚
|
CA | 169.4 M |
|
Life Planning Advisors LLC
✚
|
MT | 169.2 M |
|
FLP Wealth Management LLC
✚
|
AR | 169.1 M |
|
Stewardship Capital Ltd
✚
|
MO | 168.4 M |
|
Boyd Capital Management LLC
✚
|
NY | 168.3 M |
|
The ETF Store Inc
✚
|
KS | 168.2 M |
|
Boyer Financial Services Inc
✚
|
CA | 167.0 M |
|
Specialized Retirement Consultants LLC
✚
|
166.6 M |