Towneley Capital Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 169863
- SEC number
- 801-78957
- Firm type
- RIA
- Assets under management
- $1.1B as of Apr 6, 2026
- Website
- www.linkedin.com/company/towneley-capital-management-inc-/about ↗
- Phone
- 949-837-3580
- Address
- 23197 La Cadena Drive, Laguna Hills, CA, 92653
Advisors at this firm
7 in our index · page 1 of 1
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Robyn Lynn ClarkeCRD 4777111 · Laguna Hills, CAIA Registered
-
Paula DurrantCRD 7828551 · Laguna Hills, CAIA Registered
-
Omid EftekhariCRD 5701936 · Laguna Hills, CAIA RegisteredRegistration inactive
-
Ernest Daniel GarrettCRD 3187574 · Laguna Hills, CAIA Registered
-
Tracy Ann KuntzCRD 4776854 · Laguna Hills, CAIA Registered
-
Carlos OrtegaCRD 7043236 · Laguna Hills, CAIA RegisteredRegistration inactive
-
Martin Daniel StandishCRD 2140841 · Laguna Hills, CAIA RegisteredRegistration inactive
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 169863 ↗
FINRA BrokerCheck record for firm CRD 169863 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.