# TOWNSEND ASSET MANAGEMENT CORP.

TOWNSEND ASSET MANAGEMENT CORP. of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 108216
- Type: SEC-registered investment adviser
- SEC file number: 801-18013
- Location: 3110 EDWARDS MILL ROAD, STE 150, RALEIGH, NC, 27612
- Phone: 919-782-9689
- Latest filing: 2026-02-27
- Regulatory AUM: $479.6M
- Discretionary AUM: $465.2M
- Non-discretionary AUM: $14.4M
- Clients: 7
- Accounts: 1,130

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Gerald Alan Townsend | CEO | — |
| Katrina Lee Townsend | OWNER | — |
| Caleb Robert Griffith | CHIEF COMPLIANCE OFFICER | — |
| James Michael Tarkenton | PRESIDENT | — |
| Arne W Morris | SECRETARY | — |
| TARKENTON JAMES MICHAEL | PORTFOLIO MANAGER; PRESIDENT | — |
| TOWNSEND GERALD ALAN | CEO; MANAGER & MEMBER; PRES., CEO (+2 more) | — |
| TOWNSEND KATRINA LEE | MANAGER & MEMBER; OWNER; SECRETARY | — |
| MORRIS CURTIS W | SECRETARY; SECRETARY AND TREASURER; SENIOR WEALTH ADVISOR | — |
| SOLOMON LAWRENCE | TAX ADVISOR, CHIEF COMPLIANCE OFFICER, AND CHIEF TECHNOLOGY OFFICER | — |
| KNIFFEN JAMES PATRICK | SENIOR PORTFOLIO MANAGER | — |
| GRIFFITH CALEB ROBERT | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108216/similar
- Related entities: https://search.stillhousedata.com/firm/108216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108216

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.