Townsend Asset Management Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated February 27, 2026, reports $480M in regulatory assets under management, 7 employees, and 1,130 accounts.
Assets Under Management
$480M
Employees
7
Offices
--
Total Clients
404
Primary office
RALEIGH, NC
3110 EDWARDS MILL ROAD, STE 150, RALEIGH, NC, United States
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
264
2
HNWI
29.2%
118
3
Charitable
3.0%
12
4
Corporations
1.5%
6
5
Pension Plans
1.0%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$480Mas of February 27, 2026
Discretionary97.0%
$465M
97% of total RAUM97.0%
Non-discretionary3.0%
$14M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$480M
Total Accounts1,130
10Y AUM Change+$296M (+160.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.