Towneley Capital Management, Inc.
● SEC registered since 2013CRD 169863SEC# 801-78957Laguna Hills, CA
Reg. AUM
$1.09B
Employees
12
Accounts
424
Location
Laguna Hills, CA
Towneley Capital Management, Inc. assets under management
Towneley Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Laguna Hills, CA. The firm has been registered since 2013. It reports $1.1 billion in regulatory assets under management and employs 12 people.
Towneley Capital Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ernest Daniel Garrett Control | Vice President Of Investment Services | Under 5% | 2013 |
| Manastee River Revocable Trust | Trust | 10-25% | 2013 |
| The Tcm Employee Stock Ownership Trust Control | Trust | Over 75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Towneley Capital Management, Inc. manage?
Towneley Capital Management, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Towneley Capital Management, Inc. have?
Towneley Capital Management, Inc. reports 12 employees.
Where is Towneley Capital Management, Inc. located?
Towneley Capital Management, Inc. is based in Laguna Hills, CA and has been SEC-registered since 2013.
Does Towneley Capital Management, Inc. disclose fund performance?
Towneley Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23197 la Cadena Drive, Suite 103, Laguna Hills, CA 92653 |
| Phone | 949-837-3580 |
| Fax | 949.323.8537 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.09B▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $1.09B