Townsend Personal Financial Planning, LLC
● SEC registered since 2021CRD 126241SEC# 801-120269Columbus, GA
Reg. AUM
$194M
Employees
3
Accounts
449
Location
Columbus, GA
Townsend Personal Financial Planning, LLC assets under management
Townsend Personal Financial Planning, LLC is an investment advisory firm registered with the SEC based in Columbus, GA. The firm has been registered since 2021. It reports $194 million in regulatory assets under management and employs 3 people.
Townsend Personal Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tyler Ashley Townsend Control | Chief Compliance Officer / Managing Partner | Over 75% | 2008 |
Frequently asked questions
How much does Townsend Personal Financial Planning, LLC manage?
Townsend Personal Financial Planning, LLC reports $194 million in regulatory assets under management on its Form ADV.
How many employees does Townsend Personal Financial Planning, LLC have?
Townsend Personal Financial Planning, LLC reports 3 employees.
Where is Townsend Personal Financial Planning, LLC located?
Townsend Personal Financial Planning, LLC is based in Columbus, GA and has been SEC-registered since 2021.
Does Townsend Personal Financial Planning, LLC disclose fund performance?
Townsend Personal Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6867 Mountainbrook Dr, Ste 102, Columbus, GA 31904 |
| Phone | 706-221-8200 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$194M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$194Mregulatory AUM
Discretionary $188.3MNon-discretionary $5.7M