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TOWN CAPITAL
TOWN CAPITAL, LLC
CRD 299341 · SEC 801-132806
112 W PENNSYLVANIA AVE, STE 301, BEL AIR, MD, 21014, United States
Phone
410-864-0209
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$168.8M
Discretionary AUM
$168.8M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsFACILITATING ESTATE PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $48.2M |
| High net worth individuals | 54 | $120.6M |
States served
DE, MD, PA, TX
All web addresses on file
Official SEC filing: View on IAPD