CRD: 108216
Townsend Asset Management Corp.
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1982
- Office Locations
- 1
Office Locations
About Townsend Asset Management Corp.
Townsend Asset Management (Raleigh, NC) provides personalized portfolio management and financial planning for families, entrepreneurs, and business owners, with emphasis on retirement income, tax efficiency, and legacy planning. Portfolios are implemented primarily with ETFs and public funds, complemented by fixed income. Operates on Schwab custody and serves both retail and institutional channels.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MICHAEL TARKENTON
Chief Investment Officer, President
- CRD
- #5090436
- Ownership
- 50% but less than 75%
ARNE W MORRIS SR
Secretary, Wealth Advisor
- CRD
- #3151988
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $465,188,917 | $446,439 |
| Non-Discretionary | $14,400,722 | $163,645 |
| Total | $479,589,639 | $424,416 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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