Townsend Asset Management Corp.
● SEC registered since 1982CRD 108216SEC# 801-18013Raleigh, NC
Reg. AUM
$479.6M
Employees
7
Accounts
1,130
Location
Raleigh, NC
Townsend Asset Management Corp. assets under management
Townsend Asset Management Corp. is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 1982. It reports $479.6 million in regulatory assets under management and employs 7 people.
Townsend Asset Management Corp. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arne W Morris Control | Secretary | 25-50% | 2020 |
| Caleb Robert Griffith Control | Chief Compliance Officer | Under 5% | 2019 |
| Gerald Alan Townsend Control | Ceo | 5-10% | 1982 |
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Join to unlock · $37/moFrequently asked questions
How much does Townsend Asset Management Corp. manage?
Townsend Asset Management Corp. reports $479.6 million in regulatory assets under management on its Form ADV.
How many employees does Townsend Asset Management Corp. have?
Townsend Asset Management Corp. reports 7 employees.
Where is Townsend Asset Management Corp. located?
Townsend Asset Management Corp. is based in Raleigh, NC and has been SEC-registered since 1982.
Does Townsend Asset Management Corp. disclose fund performance?
Townsend Asset Management Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3110 Edwards Mill Road, Ste 150, Raleigh, NC 27612 |
| Phone | 919-782-9689 |
| Fax | 919-783-0226 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$479.6M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$479.6Mregulatory AUM
Discretionary $465.2MNon-discretionary $14.4M