TOWNSEND ASSET MANAGEMENT CORP.
SEC RegisteredWhere Financial Sophistication Meets Hometown Connection
About the firm
Townsend is a wealth management firm rooted in community, offering tailored financial strategies built around each client's personal story, ambitions, and values. For decades, the firm has worked alongside families, entrepreneurs, and visionaries to turn their goals into reality. They combine deep knowledge with a genuine commitment to understanding what matters most to each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Financial Planning, Retirement Planning, Tax Planning, and Estate & Legacy Planning, all offered through individually tailored strategies integrated across investments, taxes, and planning.
Who they serve
Families, entrepreneurs, and visionaries, including those preparing for retirement, managing a business transition, or planning for future generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 264 | $85M |
| High Net Worth Individuals | 118 | $389M |
| Charitable Organizations | 4 | $3.9M |
| State/Municipal Entities | 12 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On first $2 million | 1.00% |
| On excess over $2 million, up to $3 million | 0.90% |
| On excess over $3 million, up to $4 million | 0.80% |
| On excess over $4 million, up to $5 million | 0.70% |
| On excess over $5 million, up to $6 million | 0.60% |
| On excess over $6 million, up to $7 million | 0.50% |
| On excess over $7 million, up to $10 million | 0.40% |
| On excess over $10 million, up to $15 million | 0.35% |
| On excess over $15 million, up to $20 million | 0.30% |
| Over $20 million | — |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TOWNSEND ASSET MANAGEMENT CORP. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.