Investment adviser · CRD 299341
TOWN CAPITAL
Investment adviser filing (IA)
TOWN CAPITAL, LLC
BEL AIR, MD, United States · Form ADV filed Jun 11, 2026
- Regulatory AUM
- $169M Form ADV · Item 5.F
- Client accounts
- 681 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 54 | $120,565,000 | 71.4% |
| Individuals | 102 | $48,239,000 | 28.6% |
Filing source
Form ADV 2112691 · Jun 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
112 W PENNSYLVANIA AVE, STE 301BEL AIR, MD, 21014, United States
CRD 299341
Filing source
Form ADV 2112691 · Jun 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.