Towercrest Capital Management, LLC

RIASEC RegisteredEst. 2015

Total AUM

$718M

Discretionary

$718M

100% of AUM

Avg account

$491K

Accounts

1,461

Employees

Advisory reps

Firm details

Headquarters: Newtown, Pennsylvania
CRD number: 152069
Registered since: January 22, 2015
Website: towercrestcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Other Investment Advisers72.1%
HNWI25.52%
Individuals2.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Towercrest Capital Management, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2015. The firm is owned by an individual and serves both individual & family clients and institutional or business clients. Its advisory offering centers on financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting. Towercrest charges on a percentage-of-AUM basis and also bills hourly for certain services. Filings indicate a clear preference for equity-based strategies; the firm does not identify as an active ESG investor and is not positioned as a capital allocator into private funds.