O
Olde Towne Financial Management Co.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,878,228
Total clients
37
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$618,330
About
Olde Towne Financial Management Co. provides investment management and financial planning services primarily for individual clients, delivering tailored portfolios and ongoing advisory contact. The firm develops an investment policy and asset allocation targets based on each client’s objectives, time horizon, risk tolerance and liquidity needs.
Account supervision is conducted on a discretionary basis and guided by stated objectives (for example, growth, income, or growth and income), with clients able to impose reasonable restrictions and the adviser considering tax factors and family circumstances during planning. Financial planning engagements result in a written or electronic report that evaluates current and projected finances and outlines recommendations across the client’s overall financial situation.
The firm manages approximately $18.9 million in discretionary assets for about 36 clients and has been in operation since 2004; the principal owner also serves as president and the firm’s chief compliance officer and the adviser is registered in multiple states. Distinctive elements relative to many peers include the modest AUM and client roster combined with exclusively discretionary management and the routine delivery of written financial plans, alongside a concentrated oversight model in which ownership and compliance responsibilities are held by the same individual.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Main office location
Olde Towne Financial Management Co.
7 Corporate Center Court, Suite B
Greensboro NC 27408, United States
Number of offices
1
Most active in
Olde Towne Financial Management Co. has reported serving >5 clients in these states in the last 12 months.
North Carolina · Pennsylvania · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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