Investment adviser · CRD 169863
TOWNELEY CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
LAGUNA HILLS, CA, United States · Form ADV filed Apr 6, 2026
- Regulatory AUM
- $1.09B Form ADV · Item 5.F
- Client accounts
- 424 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 8 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 |
|---|---|---|---|
| Charities | 15 | $537,489,036 | 49.2% |
| High-net-worth individuals | 61 | $230,737,014 | 21.1% |
| Other clients | 61 | $190,271,450 | 17.4% |
| Individuals | 93 | $51,845,650 | 4.7% |
| Retirement plans | 5 | $32,271,937 | 3.0% |
| Corporations & businesses | Fewer than 5 | $29,856,735 | 2.7% |
| Insurance companies | Fewer than 5 | $21,056,079 | 1.9% |
Filing source
Form ADV 2090626 · Apr 6, 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: Apr 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
23197 LA CADENA DRIVE, SUITE 103LAGUNA HILLS, CA, 92653, United States
CRD 169863
Filing source
Form ADV 2090626 · Apr 6, 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.