DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Town Capital
Legal name Town Capital, LLC
Latest filing Jun 11, 2026
First filing on the tape Apr 17, 2025 · 7 filings
SEC status approved since May 19, 2025
RAUM
$169M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$169M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$169M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$169M as of Jun 11, 2026
Apr 17, 2025$122M then
HNW client RAUM$121M as of Jun 11, 2026
Apr 17, 2025$77.8M then
State-registered IARs (5.B.3)2 as of Jun 11, 2026
Apr 17, 20253 then
Employees (5.A)2 as of Jun 11, 2026
Apr 17, 20253 then
Private funds: no history
RAUM +38% over the last fiscal yearIARs 3 to 2
Practice profile
derived from the filing of Jun 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $169MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 156derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $247,877derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +38%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +19%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminars, otherreportedItem 5.G
- Custody
- $74.5M, 85 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$121M71%
- Individuals$48.2M29%
- Individual clients
- 102reported
- HNW clients
- 54reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 681reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $74.5M for 85 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ryan Eric TownsleyCertified Financial Planner | Bel Air, Md | Nov 29, 2018 | 15 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 100% of current headcount1 left over 36 months
Left, latest
- Amanda Marie Eimers to FruitfulMay 5, 2026 · RIA to RIA
Joined, latest
- Amanda Marie Eimers from The Kelly GroupMay 24, 2024 · RIA to RIA
- Ryan Eric Townsley from Edward JonesNov 29, 2018 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Eric Ryan Townsley · Chief Compliance Officercontrolsince 10/2018 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bel Air, Md · principal | 1 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Apr 28, 2026RAUM (Item 5.F) moved from $121,933,927 to $168,804,000 (+38.0%) between the annual amendments of 2025-04-17 and 2026-04-28; the peer median change was +15.0% (4551 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 92% percentile
What changed
consecutive filings, newest first
- Advisory activities · 4 to 5Mar 18, 2026 to Apr 28, 2026
- Employees · 3 to 2Mar 18, 2026 to Apr 28, 2026
- State-registered IARs · 3 to 2Mar 18, 2026 to Apr 28, 2026
- Accounts · 532 to 681Dec 23, 2025 to Mar 18, 2026
- HNW clients · 36 to 54Dec 23, 2025 to Mar 18, 2026
- Individual clients · 95 to 102Dec 23, 2025 to Mar 18, 2026
- Assets in custody · unset to 74468000.0Dec 23, 2025 to Mar 18, 2026
- Custody of client assets · false to trueDec 23, 2025 to Mar 18, 2026
- Employees · 2 to 3Dec 23, 2025 to Mar 18, 2026
- Financial planning clients · 51-100 to 101-250Dec 23, 2025 to Mar 18, 2026
- State-registered IARs · 2 to 3Dec 23, 2025 to Mar 18, 2026
- Discretionary RAUM · $122M to $169MDec 23, 2025 to Mar 18, 2026
- HNW RAUM · $77.8M to $121MDec 23, 2025 to Mar 18, 2026
- Individual RAUM · $44.1M to $48.2MDec 23, 2025 to Mar 18, 2026
- RAUM · $122M to $169MDec 23, 2025 to Mar 18, 2026
- Advisory employees · 3 to 2Aug 11, 2025 to Sep 22, 2025
- Employees · 3 to 2Aug 11, 2025 to Sep 22, 2025
- State-registered IARs · 3 to 2Aug 11, 2025 to Sep 22, 2025
Signals
1 dated events
- Amanda Marie Eimers left Town Capital for Fruitful (registered 2026-05-14)May 5, 2026 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 410-864-0209reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- towncapitalllc.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 410-864-0209reportedpublic record, Form ADV, Jun 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $169Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026