T
Towne Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,868,498
Clients
32
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$558,391
About
The firm primarily serves individual clients and offers discretionary portfolio management alongside investment consulting. Its advice is focused on equities (stocks and stock funds) with select use of bond funds, commodity and REIT funds, cash and money market instruments; it manages about $17.9 million for roughly 32 clients and generally expects a $50,000 minimum that may be waived.
The adviser emphasizes long-term ownership of companies it views as wealth-compounding, applying quality and valuation metrics to try to identify attractive entry points and using mutual funds with low expenses when appropriate. Portfolios can be relatively concentrated versus broad indexes, clients may impose investment restrictions, and accounts are reviewed monthly with typical client reporting provided quarterly.
What distinguishes the firm is that, despite being a solo practitioner primarily serving individuals, it also provides portfolio management and consultation to institutional clients — a less common offering among peers. The firm operates on a fully discretionary basis only, bills quarterly with a per-month proration policy for withdrawals, does not accept proxy voting authority, and discloses that the principal experienced a personal bankruptcy in 2009 tied to a prior small-business failure.
Client services
Portfolio management
Investment consulting
Expertise
Passive / index investing
Fee options
Up to 1% per year of assets under management, billed quarterly
Account minimum: $50,000
Main office location
Towne Investments LLC
Campbell CA, United States
Number of offices
1
Most active in
Towne Investments LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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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