DBA: TOWNSEND FINANCIAL PLANNING
| Total AUM | $148.3M |
| Discretionary | $148.3M100% of AUM |
| Client Accounts | 579 |
| Avg Account Size | $256K |
| Employees | 6 |
| Peak AUM | $148.3MMar 2026 |
| AUM CAGR | +13.7% /yrover 2 yrs · 6 filings |
Total AUM
$148M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $148M | +13.7% | +13.7% | — | |
| Discretionary AUM | $148M | ||||
| Total AUM | $148.3M |
| Discretionary | $148.3M |
| Employees | 6 |
| Client Accounts | 579 |
| Client Range | 101-250 |
Address
102 SOUTH MAYSVILLE STREET
MT. STERLING KY 40353
Phone
859-498-2020
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$148M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +13.7% |
| +13.7% |
| — |
| Total Accounts | 579 | +12.2% | +11.7% | — |
| Avg Account Size | $256,153.858 | +1.3% | +1.7% | — |
| Employees | 6 | +20.0% | +10.0% | — |
| AUM / Employee | $25M | 5.3% | +3.4% | — |
Client AUM Segments | |||||
| Wealth AUM | $148M | +13.6% | +13.7% | — | |
| Institutional AUM | $53,575 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 122 | +4.3% | +2.2% | — | |
| Individuals | 38 | +2.7% | +9.4% | — | |