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Town Capital

Headquartered in BEL AIR, MD

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Firm Information

Town Capital is an investment advisor firm that specializes in providing financial planning and portfolio management services for individuals. The firm manages approximately $97.5 million in assets for 534 clients, primarily individuals other than high-net-worth individuals. Town Capital also offers educational seminars and facilitates estate planning services.

Town Capital

$97.55M

Assets Under Management

15

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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facilitating estate planning services

Facilitating estate planning services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

TOWN CAPITAL has a total of 2 branch locations across the country.

Advisors at Town Capital

View All 2 Advisors

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Disclosures

There are no public disclosures for Town Capital.

Frequently Asked Questions (6)

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