# Olde Towne Financial Management Co.

> Olde Towne Financial Management Co. is a state-registered investment advisory firm in Greensboro, NC, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 288706
- Filed as: OLDE TOWNE FINANCIAL MANAGEMENT CO.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288706
- AdvisorCensus page: https://advisorcensus.com/firm/olde-towne-financial-management-co-greensboro-nc-288706

## Quick answers

**How is Olde Towne Financial Management Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Olde Towne Financial Management Co. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Olde Towne Financial Management Co. located?**
Olde Towne Financial Management Co.'s principal office is in Greensboro, NC, according to its Form ADV.

**Is Olde Towne Financial Management Co. registered with the SEC or a state?**
Olde Towne Financial Management Co. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288706.

**How much does Olde Towne Financial Management Co. manage?**
Olde Towne Financial Management Co. reports $22,878,228 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Olde Towne Financial Management Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (12).

**Does Olde Towne Financial Management Co. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288706

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $22,878,228
- Discretionary: $22,878,228
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $5,897,377 |
| High net worth individuals | 12 | $16,980,851 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olde Towne Financial Management Co. (CRD 288706): Form ADV filing data as of October 2026.