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TOWNELEY CAPITAL MANAGEMENT, INC.
CRD 169863File 801-78957
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.09B
Above cohort median (national)
Discretionary AUM
$1.09B
Clients
179
424 accounts
Employees
12
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 19, 2013
- Principal office
- 23197 LA CADENA DRIVE, SUITE 103, LAGUNA HILLS, CA, 92653
- Phone
- 949-837-3580
- Website
- https://www.towneley.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.09B
- Discretionary AUM
- $1.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 424
- Non-discretionary accounts
- 0
- Total accounts
- 424
- AUM per client
- $6.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $29.9M |
| Insurance companies | Fewer than 5 | $21.1M |
| Charitable organizations | 15 | $537.5M |
| High net worth individuals | 61 | $230.7M |
| Pension and profit sharing plans | 5 | $32.3M |
| Individuals (other than high net worth individuals) | 93 | $51.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 240 | 179 | decreased by61 |
| May 1, 2026 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2026 | Clients | 199 | 240 | increased by41 |
| Apr 1, 2026 | AUM | $1,024,211,665 | $1,093,527,901 | increased by$69,316,236 |
| Apr 1, 2026 | Accounts | 423 | 424 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 201 | 199 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $954,028,878 | $1,024,211,665 | increased by$70,182,787 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 377 | 423 | increased by46 |
| Apr 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Clients | 167 | 201 | increased by34 |
| Apr 1, 2022 | AUM | $849,245,103 | $954,028,878 | increased by$104,783,775 |
| Apr 1, 2022 | Accounts | 347 | 377 | increased by30 |
| 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 “TOWNELEY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOWNELEY CAPITAL” 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.