LAGUNA HILLS, CACRD 169863Latest ADV April 6, 2026
Towneley Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Laguna Hills, CA. Its latest Form ADV filing, dated April 6, 2026, reports $1.1B in regulatory assets under management, 12 employees, and 424 accounts.
Assets Under Management
$1.1B
Employees
12
Offices
--
Total Clients
240
Primary office
LAGUNA HILLS, CA
23197 LA CADENA DRIVE, SUITE 103, LAGUNA HILLS, CA, United States
Top client segmentIndividuals represent 38.8% of total clients.
Top client categories% of clientsClients
1
Individuals
38.8%
93
2
HNWI
25.4%
61
3
Irrevocable Trusts/Estates
25.4%
61
4
Charitable
6.3%
15
5
Pension Plans
2.1%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 6, 2026
Discretionary100.0%
$1.1B
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.
Total AUM$1.1B
Total Accounts424
10Y AUM Change+$481M (+78.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee20:1
10Y Employee Change-2 (-14.3%)
* 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.