Charles Towne Securities, LLC

Overview

Charles Towne Securities, LLC is listed as a limited liability company that is SEC-registered (registration year 2015) and classified in FINTRX as an investment bank. The dataset identifies the owner type as a domestic entity and individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The available data points imply the firm’s primary activity sits on the investment-banking side of the industry rather than as a discretionary asset manager or wealth manager. FINTRX does not report advisory-specific activity or fee structures for the firm, which aligns with its investment bank classification.

Assets & Accounts

Location & Offices