# TOWNELEY CAPITAL MANAGEMENT, INC.

TOWNELEY CAPITAL MANAGEMENT, INC. of LAGUNA HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108882
- Type: SEC-registered investment adviser
- SEC file number: 801-7739
- Location: 23197 LA CADENA DRIVE, SUITE 103, LAGUNA HILLS, CA, 92653
- Phone: 800-545-4442
- Latest filing: 2013-12-19
- Regulatory AUM: $563.4M
- Discretionary AUM: $563.4M
- Clients: 14
- Accounts: 298

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| MCCAIN WESLEY GEORGE | CHAIRMAN; TRUSTEE, MANASTEE RIVER REVOCABLE TRUST | — |
| KUNTZ TRACY ANN | CHIEF OPERATING OFFICER; PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| BAHLINGER ROBYN LYNN | CHIEF COMPLIANCE OFFICER | — |
| STORRIE NOREENE | CO-TRUSTEE, WESLEY G. MCCAIN TRUST; TRUSTEE, SHEFFIELD TRUST; TRUSTEE, WESLEY G. MCCAIN 1999 ANNUITY TRUST | — |
| MORRISON WILLIAM A | CO-TRUSTEE, WESLEY G. MCCAIN TRUST | — |
| KUNTZ TRACY A | CHIEF OPERATING OFFICER | — |
| BAHLINGER ROBYN L | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108882/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108882/similar
- Related entities: https://search.stillhousedata.com/firm/108882/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108882

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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.