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TOWNELEY CAPITAL MANAGEMENT, INC.
CRD 169863File 801-78957
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 240 | 179 |
| 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.