Towle & Co is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 31, 2026, reports $474M in regulatory assets under management, 9 employees, 1 office, and 31 accounts.
Assets Under Management
$474M
Employees
9
Offices
1 office
Total Clients
32
Primary office
DENVER, CO
720 S. COLORADO BLVD, SUITE 730-S, DENVER, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.1% of total clients.
Top client categories% of clientsClients
1
HNWI
53.1%
17
2
Charitable
21.9%
7
3
Pooled Investment Vehicles
9.4%
3
4
Investment Cos.
6.3%
2
5
Pension Plans
3.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$474Mas of March 31, 2026
Discretionary100.0%
$474M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$474M
Total Accounts31
10Y AUM Change$-293M (-38.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee4:1
10Y Employee Change+1 (+12.5%)
* 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.