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 registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm is owner-operated and positions itself as a capital allocator serving individual and family clients. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Core advisory services listed on filings are comprehensive financial planning, portfolio management for individuals and small businesses, manager selection (outsourced manager due diligence/selection), and educational seminars or workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 68Active vs passive
$158M in ETFs
64%
$100M
23%
$57.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.8M | 16,525 | 6.85% |
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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