Towercrest Capital Management, LLC

RIASEC Registered

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 Registered Investment Adviser that has been SEC-registered since 2015. The firm operates as a limited liability company owned by an individual and serves both individual/family clients and institutional accounts. Its advisory services emphasize financial planning and portfolio management across household and business clients, and it also provides pension consulting. Fee arrangements combine a percentage of assets under management with the option for hourly billing. Towercrest reports it is not an active ESG investor and does not position itself as a multi-state adviser. Investment activity is equity-focused, with a strong reliance on exchange-traded instruments in client portfolios.