Firm profile

TOWNSQUARE CAPITAL, LLC

LEHI, UTCRD 288576Latest ADV March 31, 2026

Townsquare Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lehi, UT. Its latest Form ADV filing, dated March 31, 2026, reports $18.1B in regulatory assets under management, 53 employees, 1 office, and 58,181 accounts.

Assets Under Management
$18.1B
Employees
53
Offices
1 office
Total Clients
96
Primary office
LEHI, UT
TRAVERSE RIDGE CENTER II, 3450 TRIUMPH BOULEVARD, LEHI, UT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEONatalie G. Wolfsen
CCOMark A. Audrain
CFOMark K. Mayo

Advisory services offered

6 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentOther Advisers represent 79.2% of total clients.
Top client categories% of clientsClients
1
Other Advisers
79.2%
76
2
Individuals
18.8%
18
3
Pooled Investment Vehicles
2.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$18.1Bas of March 31, 2026
Discretionary100.0%
$18.1B
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$18.1B
Total Accounts58,181
10Y AUM Change+$18.1B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees53
Clients per Employee2:1
10Y Employee Change+51 (+2550.0%)

* 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.