TOWNSEND ASSET MANAGEMENT CORP.
CRD #108216 SEC #801-18013 RALEIGH, NC 919-782-9689
SEC Registered
Total AUM
$445.6M
Discretionary
$428.3M
Employees
8
Clients
251
Accounts
1,179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $445.6M | $428.3M | $17.3M | 8 | 10 |
| Mar 2024 | $401.4M | $359M | $42.4M | 8 | 10 |
| Mar 2024 | $401.4M | $359M | $42.4M | 8 | 10 |
| Dec 2023 | $346.3M | $307.1M | $39.2M | 10 | 10 |
| Mar 2023 | $346.3M | $307.1M | $39.2M | 10 | 10 |
| May 2022 | $367.1M | $351.1M | $16M | 8 | 5 |
| Mar 2022 | $367.1M | $351.1M | $16M | 8 | 5 |
| May 2021 | $299.9M | $284.9M | $15M | 7 | 5 |
| Mar 2021 | $299.9M | $284.9M | $15M | 7 | 5 |
| Jun 2020 | $262.6M | $251.4M | $11.2M | 8 | 5 |
| Mar 2020 | $262.6M | $251.4M | $11.2M | 8 | 5 |
| Nov 2019 | $257.2M | $250M | $7.2M | 7 | 5 |
| Mar 2019 | $257.2M | $250M | $7.2M | 9 | 5 |
| Oct 2018 | $210.5M | $201.9M | $8.6M | 9 | 280 |
| Jan 2018 | $210.5M | $201.9M | $8.6M | 8 | 280 |
| Mar 2017 | $184M | $177M | $7M | 7 | 200 |
| May 2016 | $133M | $129M | $4M | 6 | 200 |
| Feb 2016 | $133M | $129M | $4M | 6 | 200 |
| Sep 2015 | $134.8M | $128.2M | $6.6M | 6 | 200 |
| Feb 2015 | $134.8M | $128.2M | $6.6M | 6 | 200 |
| Mar 2014 | $116.4M | $116.4M | $0 | 5 | 200 |
| Feb 2013 | $101.6M | $101.6M | $0 | 6 | 200 |
| Feb 2012 | $97.2M | $97.2M | $0 | 1 | 200 |
| Mar 2011 | $99.6M | $91.5M | $8.1M | 5 | -- |
| Mar 2007 | $80.1M | $80.1M | $0 | 10 | -- |
| Feb 2005 | $60.4M | $60.4M | $0 | 5 | -- |
| Jul 2004 | $57M | $57M | $0 | 10 | -- |
| Apr 2002 | $54.4M | $54.4M | $0 | 10 | -- |
| Nov 2001 | $57.8M | $57.8M | $0 | 10 | -- |
DateMar 2025
Total AUM$445.6M
Discretionary$428.3M
Non-Disc.$17.3M
Employees8
Clients10
DateMar 2024
Total AUM$401.4M
Discretionary$359M
Non-Disc.$42.4M
Employees8
Clients10
DateMar 2024
Total AUM$401.4M
Discretionary$359M
Non-Disc.$42.4M
Employees8
Clients10
DateDec 2023
Total AUM$346.3M
Discretionary$307.1M
Non-Disc.$39.2M
Employees10
Clients10
DateMar 2023
Total AUM$346.3M
Discretionary$307.1M
Non-Disc.$39.2M
Employees10
Clients10
DateMay 2022
Total AUM$367.1M
Discretionary$351.1M
Non-Disc.$16M
Employees8
Clients5
DateMar 2022
Total AUM$367.1M
Discretionary$351.1M
Non-Disc.$16M
Employees8
Clients5
DateMay 2021
Total AUM$299.9M
Discretionary$284.9M
Non-Disc.$15M
Employees7
Clients5
DateMar 2021
Total AUM$299.9M
Discretionary$284.9M
Non-Disc.$15M
Employees7
Clients5
DateJun 2020
Total AUM$262.6M
Discretionary$251.4M
Non-Disc.$11.2M
Employees8
Clients5
DateMar 2020
Total AUM$262.6M
Discretionary$251.4M
Non-Disc.$11.2M
Employees8
Clients5
DateNov 2019
Total AUM$257.2M
Discretionary$250M
Non-Disc.$7.2M
Employees7
Clients5
DateMar 2019
Total AUM$257.2M
Discretionary$250M
Non-Disc.$7.2M
Employees9
Clients5
DateOct 2018
Total AUM$210.5M
Discretionary$201.9M
Non-Disc.$8.6M
Employees9
Clients280
DateJan 2018
Total AUM$210.5M
Discretionary$201.9M
Non-Disc.$8.6M
Employees8
Clients280
DateMar 2017
Total AUM$184M
Discretionary$177M
Non-Disc.$7M
Employees7
Clients200
DateMay 2016
Total AUM$133M
Discretionary$129M
Non-Disc.$4M
Employees6
Clients200
DateFeb 2016
Total AUM$133M
Discretionary$129M
Non-Disc.$4M
Employees6
Clients200
DateSep 2015
Total AUM$134.8M
Discretionary$128.2M
Non-Disc.$6.6M
Employees6
Clients200
DateFeb 2015
Total AUM$134.8M
Discretionary$128.2M
Non-Disc.$6.6M
Employees6
Clients200
DateMar 2014
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees5
Clients200
DateFeb 2013
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$99.6M
Discretionary$91.5M
Non-Disc.$8.1M
Employees5
Clients--
DateMar 2007
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$57.8M
Discretionary$57.8M
Non-Disc.$0
Employees10
Clients--