Overview
- Headquarters
- Bel Air, MD
- Total Firm Assets
- $169 million
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
Fee Disclosure
Source: TOWN CAPITAL LLC BROCHURE (2026-04-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.90% |
| $2,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $44,250 | 0.88% |
| $10 million | $69,250 | 0.69% |
| $50 million | $209,250 | 0.42% |
| $100 million | $359,250 | 0.36% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 71.42%
- Number of High-Net-Worth Clients
- 54
- Total Client Accounts
- 681
- Discretionary Accounts
- 681
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 299341
- TOWN CAPITAL LLC BROCHURE (2026-04-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗