Townsend is an SEC registered investment adviser organized as a corporation with a primary office location in Westminster, CO. Its latest Form ADV filing, dated March 5, 2026, reports $1.5B in regulatory assets under management, 30 employees, 2 offices, and 3,662 accounts.
Assets Under Management
$1.5B
Employees
30
Offices
2 offices
Total Clients
1,514
Primary office
WESTMINSTER, CO
2761 W. 120TH AVE., SUITE 200, WESTMINSTER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
1,003
2
HNWI
33.8%
511
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 5, 2026
Discretionary99.9%
$1.5B
100% of total RAUM99.9%
Non-discretionary0.1%
$2M
0% of total RAUM0.1%
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$1.5B
Total Accounts3,662
10Y AUM Change+$1.1B (+245.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee50:1
10Y Employee Change+16 (+114.3%)
* 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.