# Towercrest Capital Management, LLC

> Towercrest Capital Management, LLC is an SEC-registered investment advisory firm in Newtown, PA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 152069
- Filed as: TOWERCREST CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152069
- AdvisorCensus page: https://advisorcensus.com/firm/towercrest-capital-management-llc-newtown-pa-152069

## Quick answers

**How is Towercrest Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Towercrest Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Towercrest Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $300 an hour (financial planning and consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Towercrest Capital Management, LLC located?**
Towercrest Capital Management, LLC's principal office is in Newtown, PA, according to its Form ADV.

**Is Towercrest Capital Management, LLC registered with the SEC or a state?**
Towercrest Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 152069.

**How much does Towercrest Capital Management, LLC manage?**
Towercrest Capital Management, LLC reports $717,601,381 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**How have Towercrest Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Towercrest Capital Management, LLC: Regulatory assets under management: $496,907,478 in the October 2021 data and $717,601,381 in the October 2026 data, up 44%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Towercrest Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (41); other investment advisers (1).

**Which custodians does Towercrest Capital Management, LLC use?**
Towercrest Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Investments as custodians holding 10% or more of its separately managed account assets.

**Does Towercrest Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152069

**What changed in Towercrest Capital Management, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Hourly rate: $300 an hour (financial planning and consulting fees)

> Financial planning and consulting fees are negotiable but are generally $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Investments

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $717,601,381
- Discretionary: $717,601,381
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $17,092,095 |
| High net worth individuals | 42 | $183,107,468 |
| Other investment advisers | 1 | $517,401,818 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [towercrestcapital.com](https://towercrestcapital.com)
- LinkedIn @curt-snyder-cfa-cpa-34891a2b

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $496,907,478 | 1 | March 30, 2021 |
| October 2022 | $606,770,591 | 1 | March 11, 2022 |
| October 2023 | $510,454,352 | 1 | September 14, 2023 |
| October 2024 | $633,019,384 | 1 | May 6, 2024 |
| October 2025 | $709,747,108 | 1 | March 19, 2025 |
| October 2026 | $717,601,381 | 1 | June 22, 2026 |

Regulatory assets under management: $496,907,478 in the October 2021 data and $717,601,381 in the October 2026 data, up 44%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Towercrest Capital Management, LLC (CRD 152069): Form ADV filing data as of October 2026.