The Charles Towne Agency

Overview

The Charles Towne Agency operates as a small, individual-owned corporate advisory practice that focuses on financial planning and hourly-fee engagements. Its regulatory filings show the firm does not position itself as an active ESG investor or a multi-state adviser, and it is not structured as a capital allocator. Investment activity reported in filings centers on publicly traded equities and use of third-party vehicles for targeted alternative exposure. The firm’s stated client-facing activity is financial planning rather than discretionary portfolio management. That combination — hourly billing and planning-centric services — typically points to client relationships that emphasize advice, allocation guidance and implementation recommendations rather than ongoing discretionary management. The firm’s filings list equities as the preferred asset class and identify exchange-traded equities as the most used public instrument type.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices