RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 2, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
GARRETT, ERNEST, DANIELIVICE PRESIDENT OF INVESTMENT SERVICESNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA Control
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, TRACY, ANNITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA 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
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
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
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
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
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
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
KUNTZ, TRACY, ANNIPRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEITRUSTEE, MANASTEE RIVER REVOCABLE TRUSTNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
MCCAIN, WESLEY, GEORGEICHAIRMANNA Control
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
SAAKVITNE, NICHOLAS, LARSENITRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTNA
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
THE TCM EMPLOYEE STOCK OWNERSHIP TRUSTDETRUSTE Control
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB
MANASTEE RIVER REVOCABLE TRUSTDETRUSTB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KUNTZ, TRACY, ANNITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
MCCAIN, WESLEY, GEORGEIMANASTEE RIVER REVOCABLE TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
PAREDES, MIGUELITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control
SAAKVITNE, NICHOLAS, LARSENITHE TCM EMPLOYEE STOCK OWNERSHIP TRUSTF Control

Registrations

Federal

IA
Oct 2, 2025 REGISTERED

Notice Filings (13)

CA DC FL MA MD MO NH NJ NY OH OR TN TX

Address

23197 LA CADENA DRIVE
SUITE 103
LAGUNA HILLS, CA 92653
United States
Phone: 949-837-3580