Town Capital
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
FINTRXOverview
Town Capital is an independent, individual-owned registered investment adviser that began SEC registration in 2025 and positions itself as a fee-based wealth manager for individuals and families. The firm acts as a capital allocator, combining portfolio management and financial planning with selection of outside managers and educational workshops for clients. Its fee arrangements include both asset-based fees and fixed-fee engagements. Service scope centers on individual and small-business portfolios: financial planning, discretionary portfolio management, third-party manager selection and client education. Town Capital does not identify as an active ESG investor and is not structured as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Ryan Townsley
FounderCRD 6885396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$194M in ETFs
64%
$124M
20%
$70M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $30.1M | 40,241 | 15.50% |
Location
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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