{
  "crd_number": 169863,
  "slug": "towneley-capital-management-inc-laguna-hills-ca-169863",
  "primary_business_name": "TOWNELEY CAPITAL MANAGEMENT, INC.",
  "legal_name": "TOWNELEY CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Laguna Hills",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-12-19",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-04-06",
  "carried_forward": false,
  "raum_total": 1093527901.0,
  "raum_discretionary": 1093527901.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 190271450.0,
      "count": 61,
      "description": "IRREVOCABLE TRUSTS"
    },
    "charitable": {
      "raum": 537489036.0,
      "count": 15
    },
    "individuals": {
      "raum": 51845650.0,
      "count": 93
    },
    "insurance_companies": {
      "raum": 21056079.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 32271937.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 230737014.0,
      "count": 61
    },
    "corporations_other_businesses": {
      "raum": 29856735.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "MA",
    "MD",
    "MO",
    "NH",
    "NJ",
    "NY",
    "OR",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/towneley-capital-management-inc-/about",
    "https://towneley.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169863",
  "city_as_filed": "LAGUNA HILLS",
  "url": "https://advisorcensus.com/firm/towneley-capital-management-inc-laguna-hills-ca-169863",
  "display_name": "Towneley Capital Management, Inc.",
  "summary": "Towneley Capital Management, Inc. is an SEC-registered investment advisory firm in Laguna Hills, CA, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 6, 2026.",
  "citation": "AdvisorCensus. Towneley Capital Management, Inc. (CRD 169863): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Towneley Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Towneley Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Towneley Capital Management, Inc. located?",
      "a": "Towneley Capital Management, Inc.'s principal office is in Laguna Hills, CA, according to its Form ADV."
    },
    {
      "q": "Is Towneley Capital Management, Inc. registered with the SEC or a state?",
      "a": "Towneley Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169863."
    },
    {
      "q": "How much does Towneley Capital Management, Inc. manage?",
      "a": "Towneley Capital Management, Inc. reports $1,093,527,901 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Towneley Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Towneley Capital Management, Inc.: Regulatory assets under management: $849,245,103 in the October 2021 data and $1,093,527,901 in the October 2026 data, up 29%. Total employees: 14 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Towneley Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (61); other (61)."
    },
    {
      "q": "Which custodians does Towneley Capital Management, Inc. use?",
      "a": "Towneley Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Towneley Capital Management, Inc. report any disciplinary disclosures?",
      "a": "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/169863"
    },
    {
      "q": "What changed in Towneley Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Employees performing advisory functions went from 9 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 849245103.0,
      "total_employees": 14,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 954028878.0,
      "total_employees": 13,
      "filing_date": "2022-06-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 819043342.0,
      "total_employees": 13,
      "filing_date": "2023-04-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 882417396.0,
      "total_employees": 13,
      "filing_date": "2024-09-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1024211665.0,
      "total_employees": 13,
      "filing_date": "2025-04-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1093527901.0,
      "total_employees": 12,
      "filing_date": "2026-04-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 8."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in DE, MO."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in DC, MO."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/towneley-capital-management-inc-laguna-hills-ca-169863.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 93,
      "fewer_than_5": false,
      "raum": 51845650.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 230737014.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 32271937.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 537489036.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 21056079.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 29856735.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 61,
      "fewer_than_5": false,
      "raum": 190271450.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169863",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}