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| Keyboard |
| Townsend Asset Management Corp
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|---|---|
| CRD # | 108216 |
| SEC # | 801-18013 |
| CIK # | |
| AUM | 479.6 M (2026-02-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 919-782-9689 |
| Address | 3110 Edwards Mill Road Raleigh, NC 27612 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 84.6 |
| (b) Individuals (high net worth individuals) | 118 | 389.4 |
| (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 | 4 | 3.9 |
| (h) Charitable organizations | 12 | 0.5 |
| (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 | 6 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,130 | 479.6 |
| By Discretionary | ||
| Discretionary | 1,042 | 465.2 |
| Non-Discretionary | 88 | 14.4 |
| Total | 1,130 | 479.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 479.4 | |
| Total | 1,130 | 479.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
CornerStone Planning LLC
✚
|
NC | 485.9 M |
|
AMJ Financial Wealth Management LLC
✚
|
VA | 481.8 M |
|
Harbor Advisory Corporation
✚
|
NH | 480.9 M |
|
Eaton-Cambridge Inc
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|
AZ | 480.7 M |
|
Keener Financial Planning LLC
✚
|
TX | 479.0 M |
|
Cannon Tingey Investment Advisors Inc
✚
|
UT | 477.7 M |
|
Barnes Wealth Management Group Inc
✚
|
CA | 477.2 M |
|
Wimmer Associates I LLC
✚
|
CA | 475.9 M |
|
Cape Investment Advisory Inc
✚
|
GA | 473.7 M |
|
Lighthouse Financial Services Inc
✚
|
CA | 472.5 M |