# TOWNELEY CAPITAL MANAGEMENT, INC.

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

## Registration

- CRD: 169863
- Type: SEC-registered investment adviser
- SEC file number: 801-78957
- Location: 23197 LA CADENA DRIVE, SUITE 103, LAGUNA HILLS, CA, 92653
- Phone: 949-837-3580
- Latest filing: 2026-04-06
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 12
- Accounts: 424

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Tracy Ann Kuntz | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Wesley George Mccain | TRUSTEE | — |
| Miguel Paredes | TRUSTEE | — |
| Ernest Daniel Garrett | VICE PRESIDENT OF INVESTMENT SERVICES | — |
| MCCAIN WESLEY GEORGE | CHAIRMAN; TRUSTEE; TRUSTEE, MANASTEE RIVER REVOCABLE TRUST | — |
| KUNTZ TRACY ANN | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; TRUSTEE; TRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUST | — |
| SAAKVITNE NICHOLAS LARSEN | TRUSTEE; TRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUST | — |
| PAREDES MIGUEL | TRUSTEE | — |
| GARRETT ERNEST DANIEL | VICE PRESIDENT OF INVESTMENT SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169863/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169863/similar
- Related entities: https://search.stillhousedata.com/firm/169863/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169863

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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.