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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-29-2018
- Office Locations
- 1
Office Locations
About Town Capital
Town Capital is a veteran-owned wealth management and financial planning firm built exclusively for nuclear power plant professionals nationwide. The team delivers data-driven retirement-income planning with spending guardrails and historical stress testing, plus tax strategy (bracket management/Roth conversions), education planning, insurance reviews (no product sales), estate planning, and low-cost, goal-based custom portfolios. Founded by former nuclear operator and Navy veteran Ryan Townsley (CFP) and featured on the Kitces podcast.
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Investment Themes
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Owner & Executives
Ryan Eric Townsley
Founder, Managing Member, Owner
- CRD
- #6885396
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,804,000 | $247,877 |
| Non-Discretionary | $0 | -- |
| Total | $168,804,000 | $247,877 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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