TOWNELEY CAPITAL MANAGEMENT, INC.
CRD #169863 SEC #801-78957 LAGUNA HILLS, CA 949-837-3580
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
13
Clients
51
Accounts
423
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1B | $1B | $0 | 13 | 2 |
| Apr 2025 | $1B | $1B | $0 | 13 | 2 |
| Mar 2025 | $1B | $1B | $0 | 13 | 2 |
| Feb 2025 | $882.4M | $882.4M | $0 | 13 | 1 |
| Sep 2024 | $882.4M | $882.4M | $0 | 13 | 1 |
| May 2024 | $882.4M | $882.4M | $0 | 13 | 1 |
| Mar 2024 | $882.4M | $882.4M | $0 | 13 | 1 |
| Oct 2023 | $819M | $819M | $0 | 13 | 0 |
| Apr 2023 | $819M | $819M | $0 | 13 | 0 |
| Apr 2023 | $819M | $819M | $0 | 13 | 0 |
| Mar 2023 | $819M | $819M | $0 | 13 | 0 |
| Jun 2022 | $954M | $954M | $0 | 13 | 1 |
| May 2022 | $954M | $954M | $0 | 13 | 1 |
| Mar 2022 | $954M | $954M | $0 | 13 | 1 |
| Mar 2021 | $849.2M | $849.2M | $0 | 14 | 1 |
| Jan 2021 | $779.1M | $779.1M | $0 | 13 | 2 |
| Jun 2020 | $779.1M | $779.1M | $0 | 13 | 2 |
| Mar 2020 | $779.1M | $779.1M | $0 | 13 | 2 |
| Mar 2019 | $723.6M | $723.6M | $0 | 12 | 1 |
| Mar 2018 | $716.9M | $716.9M | $0 | 14 | 1 |
| Mar 2017 | $612.3M | $612.3M | $0 | 14 | 161 |
| May 2016 | $592.9M | $592.9M | $0 | 14 | 158 |
| Mar 2016 | $592.9M | $592.9M | $0 | 14 | 158 |
| Oct 2015 | $611.1M | $611.1M | $0 | 13 | 150 |
| Mar 2015 | $611.1M | $611.1M | $0 | 13 | 150 |
| Apr 2014 | $585.8M | $585.8M | $0 | 14 | 0 |
| Jan 2014 | $585.8M | $585.8M | $0 | 14 | 0 |
| Dec 2013 | $0 | $0 | $0 | 14 | 0 |
| Dec 2013 | $0 | $0 | $0 | 14 | 0 |
DateOct 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients2
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients2
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients2
DateFeb 2025
Total AUM$882.4M
Discretionary$882.4M
Non-Disc.$0
Employees13
Clients1
DateSep 2024
Total AUM$882.4M
Discretionary$882.4M
Non-Disc.$0
Employees13
Clients1
DateMay 2024
Total AUM$882.4M
Discretionary$882.4M
Non-Disc.$0
Employees13
Clients1
DateMar 2024
Total AUM$882.4M
Discretionary$882.4M
Non-Disc.$0
Employees13
Clients1
DateOct 2023
Total AUM$819M
Discretionary$819M
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$819M
Discretionary$819M
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$819M
Discretionary$819M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$819M
Discretionary$819M
Non-Disc.$0
Employees13
Clients0
DateJun 2022
Total AUM$954M
Discretionary$954M
Non-Disc.$0
Employees13
Clients1
DateMay 2022
Total AUM$954M
Discretionary$954M
Non-Disc.$0
Employees13
Clients1
DateMar 2022
Total AUM$954M
Discretionary$954M
Non-Disc.$0
Employees13
Clients1
DateMar 2021
Total AUM$849.2M
Discretionary$849.2M
Non-Disc.$0
Employees14
Clients1
DateJan 2021
Total AUM$779.1M
Discretionary$779.1M
Non-Disc.$0
Employees13
Clients2
DateJun 2020
Total AUM$779.1M
Discretionary$779.1M
Non-Disc.$0
Employees13
Clients2
DateMar 2020
Total AUM$779.1M
Discretionary$779.1M
Non-Disc.$0
Employees13
Clients2
DateMar 2019
Total AUM$723.6M
Discretionary$723.6M
Non-Disc.$0
Employees12
Clients1
DateMar 2018
Total AUM$716.9M
Discretionary$716.9M
Non-Disc.$0
Employees14
Clients1
DateMar 2017
Total AUM$612.3M
Discretionary$612.3M
Non-Disc.$0
Employees14
Clients161
DateMay 2016
Total AUM$592.9M
Discretionary$592.9M
Non-Disc.$0
Employees14
Clients158
DateMar 2016
Total AUM$592.9M
Discretionary$592.9M
Non-Disc.$0
Employees14
Clients158
DateOct 2015
Total AUM$611.1M
Discretionary$611.1M
Non-Disc.$0
Employees13
Clients150
DateMar 2015
Total AUM$611.1M
Discretionary$611.1M
Non-Disc.$0
Employees13
Clients150
DateApr 2014
Total AUM$585.8M
Discretionary$585.8M
Non-Disc.$0
Employees14
Clients0
DateJan 2014
Total AUM$585.8M
Discretionary$585.8M
Non-Disc.$0
Employees14
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0