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TOWLE & CO
CRD 110862File 801-16622
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$473.7M
Above cohort median (national)
Discretionary AUM
$473.7M
Clients
31
31 accounts
Employees
9
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 10, 1981
- Principal office
- 720 S. COLORADO BLVD, SUITE 730-S, DENVER, CO, 80246
- Phone
- 303-731-2494
- Website
- HTTP://WWW.TOWLECO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $473.7M
- Discretionary AUM
- $473.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 31
- Non-discretionary accounts
- 0
- Total accounts
- 31
- AUM per client
- $15.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $168.7M |
| Charitable organizations | 7 | $73.2M |
| High net worth individuals | 17 | $51.4M |
| Pooled investment vehicles | 3 | $152.6M |
| Pension and profit sharing plans | Fewer than 5 | $4.4M |
| State or municipal government entities | Fewer than 5 | $23.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 32 | 31 | decreased by1 |
| Apr 1, 2026 | Clients | 75 | 32 | decreased by43 |
| Apr 1, 2026 | AUM | $608,740,974 | $473,654,492 | decreased by$135,086,482 |
| Apr 1, 2026 | Accounts | 74 | 31 | decreased by43 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 85 | 75 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $842,995,191 | $608,740,974 | decreased by$234,254,217 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 85 | 74 | decreased by11 |
| Apr 1, 2022 | Clients | 86 | 85 | decreased by1 |
| Apr 1, 2022 | AUM | $782,740,823 | $842,995,191 | increased by$60,254,368 |
| Apr 1, 2022 | Accounts | 86 | 85 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOWLE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOWLE” may also match similarly-named firms). Confirm identity against each filing.
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.