RIA Intelligence

TOWNELEY CAPITAL MANAGEMENT, INC.

CRD #108882 SEC #801-7739 LAGUNA HILLS, CA 800-545-4442
SEC Registered
Total AUM
$541.7M
Discretionary
$541.7M
Employees
11
Clients
11
Accounts
290

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAHLINGER, ROBYN, L.ICHIEF COMPLIANCE OFFICERNA Control
BAHLINGER, ROBYN, LYNNICHIEF COMPLIANCE OFFICERNA
BAHLINGER, ROBYN, LYNNICHIEF COMPLIANCE OFFICERNA
BAHLINGER, ROBYN, LYNNICHIEF COMPLIANCE OFFICERNA Control
BAHLINGER, ROBYN, LYNNICHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, A.ICHIEF OPERATING OFFICERNA Control
KUNTZ, TRACY, ANNICHIEF OPERATING OFFICERNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNICHIEF OPERATING OFFICERNA Control
KUNTZ, TRACY, ANNICHIEF OPERATING OFFICERNA Control
KUNTZ, TRACY, ANNICHIEF OPERATING OFFICERNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MORRISON, WILLIAM, A.ICO-TRUSTEE, WESLEY G. MCCAIN TRUSTNA
STORRIE, NOREENEITRUSTEE, SHEFFIELD TRUSTNA
STORRIE, NOREENEITRUSTEE, WESLEY G. MCCAIN 1999 ANNUITY TRUSTNA
STORRIE, NOREENEITRUSTEE, SHEFFIELD TRUSTNA
STORRIE, NOREENEICO-TRUSTEE, WESLEY G. MCCAIN TRUSTNA
STORRIE, NOREENEITRUSTEE, SHEFFIELD TRUSTNA
STORRIE, NOREENEITRUSTEE, WESLEY G. MCCAIN 1999 ANNUITY TRUSTNA
STORRIE, NOREENEITRUSTEE, SHEFFIELD TRUSTNA
STORRIE, NOREENEITRUSTEE, WESLEY G. MCCAIN 1999 ANNUITY TRUSTNA
STORRIE, NOREENEITRUSTEE, WESLEY G. MCCAIN 1999 ANNUITY TRUSTNA
STORRIE, NOREENEITRUSTEE, SHEFFIELD TRUSTNA
MANASTEE RIVER REVOCABLE TRUSTDETRUSTE
MANASTEE RIVER REVOCABLE TRUSTDETRUSTE
MANASTEE RIVER REVOCABLE TRUSTDETRUSTE
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTE
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTE
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTE
MANASTEE RIVER REVOCABLE TRUSTDETRUSTC
MANASTEE RIVER REVOCABLE TRUSTDETRUSTC
MANASTEE RIVER REVOCABLE TRUSTDETRUSTC Control
MANASTEE RIVER REVOCABLE TRUSTDETRUSTC
MANASTEE RIVER REVOCABLE TRUSTDETRUSTC Control
MANASTEE RIVER REVOCABLE TRUSTDETRUSTC
MCCAIN, WESLEY, GEORGEICHAIRMANC Control
MCCAIN, WESLEY, GEORGEICHAIRMANC Control
MCCAIN, WESLEY, GEORGEICHAIRMANC Control
MCCAIN, WESLEY, GEORGEICHAIRMANC Control
MCCAIN, WESLEY, GEORGEICHAIRMANC Control
MCCAIN, WESLEY, GEORGEICHAIRMANC Control
NOREENE STORRIE ET AL, TRUSTEES WESLEY G. MCCAIN 1999 ANNUITY TRUSTDEN/AC
NOREENE STORRIE ET AL, TRUSTEES WESLEY G. MCCAIN 1999 ANNUITY TRUSTDEN/AC
NOREENE STORRIE ET AL, TRUSTEES WESLEY G. MCCAIN 1999 ANNUITY TRUSTDEN/AC
WESLEY G. MCCAIN 1999 ANNUITY TRUSTDETRUSTC
WESLEY G. MCCAIN 1999 ANNUITY TRUSTDETRUSTC Control
WESLEY G. MCCAIN 1999 ANNUITY TRUSTDETRUSTC
WESLEY G. MCCAIN 1999 ANNUITY TRUSTDETRUSTC Control
WESLEY G. MCCAIN 1999 ANNUITY TRUSTDETRUSTC
WESLEY G. MCCAIN TRUSTDETRUSTC
WESLEY G. MCCAIN, TRUSTEE, MANASTEE RIVER REVOCABLE TRUSTDEN/AC Control
WESLEY G. MCCAIN, TRUSTEE, MANASTEE RIVER REVOCABLE TRUSTDEN/AC Control
WESLEY G. MCCAIN, TRUSTEE, MANASTEE RIVER REVOCABLE TRUSTDEN/AC Control
SHEFFIELD TRUSTDETRUSTB
SHEFFIELD TRUSTDETRUSTB
SHEFFIELD TRUSTDETRUSTB
STORRIE, NOREENEITRUSTEE, SHEFFIELD TRUSTB
STORRIE, NOREENEITRUSTEE, SHEFFIELD TRUSTB
STORRIE, NOREENEITRUSTEE, SHEFFIELD TRUSTB
NOREENE STORRIE ET AL, TRUSTEES THE SHEFFIELD TRUSTDEN/AA
NOREENE STORRIE ET AL, TRUSTEES THE SHEFFIELD TRUSTDEN/AA
NOREENE STORRIE ET AL, TRUSTEES THE SHEFFIELD TRUSTDEN/AA
SHEFFIELD TRUSTDETRUSTA
SHEFFIELD TRUSTDETRUSTA
SHEFFIELD TRUSTDETRUSTA
SHEFFIELD TRUSTDETRUSTA
SHEFFIELD TRUSTDETRUSTA
SHEFFIELD TRUSTDETRUSTA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MCCAIN, WESLEY, GEORGEITOWNELEY CAPITAL MANAGEMENT, INC.C Control
MCCAIN, WESLEY, GEORGEITOWNELEY CAPITAL MANAGEMENT, INC.C Control

Registrations

Federal

IA
Mar 30, 2012 REGISTERED

Notice Filings (9)

CA FL MD MO NH NJ NY TX VI

Address

23197 LA CADENA DRIVE
SUITE 103
LAGUNA HILLS, CA 92653
United States
Phone: 800-545-4442