Townsend

Overview

Townsend is an independent, privately owned registered investment adviser that serves individual and family clients. The firm is SEC-registered (initial registration in 2006) and operates as a corporation with an owner-type listed as individual. Its client-facing work combines financial planning and portfolio management for individuals and small businesses with educational programming and published commentary; Townsend also conducts insurance brokerage activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio relationships and project-based advisory work. The firm’s public filings indicate it does not position itself as a capital allocator and does not list ESG investing as an active area.

Assets & Accounts

Public Holdings

Investments & Alternatives