Katherine Townshend Stockton appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Katherine Townshend Stockton appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-13 | Form ADV | FAIRLEAD ASSET MANAGEMENT LLC | FOUNDER/ MANAGING PARTNER | GREENWICH, CT |
| 2025-03-30 | Form ADV | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | BOARD MANAGER | RICHMOND, VA |
| 2025-03-30 | Form ADV | CARY STREET PARTNERS ASSET MANAGEMENT LLC | BOARD MANAGER | RICHMOND, VA |
| — | Form ADV | FAIRLEAD STRATEGIES LLC | MANAGER AND PRESIDENT | GREENWICH, CT |