Town Capital

RIASEC Registered

Total AUM

$169M

Discretionary

$169M

100% of AUM

Avg account

$248K

Accounts

681

Employees

2

Advisory reps

1

Firm details

Headquarters: Bel Air, Maryland
CRD number: 299341
Registered since: May 19, 2025
Website: towncapitalllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.42%
Individuals28.58%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Town Capital is an independent, individual-owned LLC that operates as a registered investment adviser; it registered with the SEC in 2025. The firm serves primarily individual and family clients and functions as a capital allocator, combining fee models that include percentage-of-AUM and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, selection of external advisers, and educational seminars or workshops. Town Capital does not identify as an active ESG investor and is not presented as a multi-state or pension consulting specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds85%
Exchange Traded Equities10%
US Government Bonds3%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 77

Active vs passive

$202M in ETFs

Passive

55%

$112M

Active

29%

$90.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$27.5M	35,935	13.63%

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Primary office

Bel Air, MD

Harford

Location

Bel Air, MD

Headquartered in Bel Air, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Harford
Address: 112 W Pennsylvania Ave
Time zone: ET (UTC-5)
Office locations

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