# TOWNSEND & ASSOCIATES, INC.

TOWNSEND & ASSOCIATES, INC. of WESTMINSTER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 113681
- Type: SEC-registered investment adviser
- SEC file number: 801-66559
- Location: 2761 W. 120TH AVE., SUITE 200, WESTMINSTER, CO, 80234
- Phone: 303-452-5986
- Latest filing: 2026-06-25
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $2.2M
- Clients: 30
- Accounts: 3,662

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jeffery Edward Townsend | CEO | — |
| Shawn Robert Kelly | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| KELLY ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT; CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | — |
| TOWNSEND JEFFERY EDWARD | CEO; PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| FULLER MARK JOSEPH | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| ASHTON THERESA LYNN | INVESTMENT ADVISOR REPRESENTATIVE/MINORITY OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113681/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113681/similar
- Related entities: https://search.stillhousedata.com/firm/113681/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113681

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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.