TOWNSEND ASSET MANAGEMENT CORP.

CRD 108216File 801-18013

APPROVED

Retail clients

Custody

Filing as of Feb 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$479.6M

Above cohort median (national)

Discretionary AUM

$465.2M

Non-discretionary $14.4M

Clients

404

1,130 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Dec 6, 1982
Principal office: 3110 EDWARDS MILL ROAD, STE 150, RALEIGH, NC, 27612
Phone: 919-782-9689
Website: https://www.northcarolinawealthmanagers.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $479.6M
Discretionary AUM: $465.2M
Non-discretionary AUM: $14.4M
Discretionary accounts: 1,042
Non-discretionary accounts: 88
Total accounts: 1,130
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$1.2M
Charitable organizations	12	$545K
High net worth individuals	118	$389.4M
Pension and profit sharing plans	Fewer than 5	$3.9M
Individuals (other than high net worth individuals)	264	$84.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.