# The Charles Towne Agency

> The Charles Towne Agency is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 331489
- Filed as: THE CHARLES TOWNE AGENCY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331489
- AdvisorCensus page: https://advisorcensus.com/firm/the-charles-towne-agency-331489

## Quick answers

**How is The Charles Towne Agency compensated?**
On its Form ADV (Item 5.E, October 2026), The Charles Towne Agency reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is The Charles Towne Agency registered with the SEC or a state?**
The Charles Towne Agency is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 331489.

**How much does The Charles Towne Agency manage?**
The Charles Towne Agency reports $100 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (0% discretionary).

**Does The Charles Towne Agency 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/331489

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $100
- Discretionary: $0
- Non-discretionary: $100

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $100 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- 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. The Charles Towne Agency (CRD 331489): Form ADV filing data as of October 2026.