TOWNSQUARE CAPITAL, LLC

CRD

288576

SEC file #

801-110591

EIN

472841185

DBA names

—

Economics

AUM

$18.07B

AUM band

$1B+

AUM trajectory

'20 · $1.08B

'21 · $2.15B

'22 · $3.61B

'23 · $6.02B

'25 · $14.99B

'26 · $18.07B

'20'26

$1.08B → $18.07B▲ +1576%

sec adv history

Client mix

Other Investment Advisers	76
Individuals Other	18
Pooled Investment Vehicles	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 45 advisors

'21 · 61 advisors

'22 · 77 advisors

'23 · 66 advisors

'25 · 8 advisors

'26 · 17 advisors

'20'26

45 advisors → 17 advisors▼ -62%

sec adv history

Primary office

LEHI UT

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

townsquarecapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ORION ADVISOR SOLUTIONS, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

ORION ADVISOR SOLUTIONS, INC.

AUDRAIN, MARK, ANDREW

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

TOWNSQUARECAPITAL.COM

Rdap Domain Creation Date

2017-04-15T13:54:00Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

1,876,184

Form 5500 Compensation Trajectory 3y

2025

1,876,184

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

1,876,184

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001952781

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-11-15

Edgar Last Filing Date

2026-04-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-14

Accession0001754960-26-000239

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

3333 N DIGITAL DRIVE#700LEHI, UT 84043

Business

3333 N DIGITAL DRIVE#700LEHI, UT 84043

Edgar EIN

472841185

Edgar Recent Filings

13F-HR2026-04-14 · 0001754960-26-000239

13F-HR2026-02-04 · 0001754960-26-000152

Fee Schedule

Bracket I	43
Bracket Ix	36
Bracket Vi	7
Bracket Xi	7
Bracket Xii	3

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2028-04-15T13:54:00Z

Rdap Domain Last Changed

2026-04-16T14:01:30Z

Rdap Nameservers

Ns-1340.awsdns-39.orgNs-1699.awsdns-20.co.ukNs-339.awsdns-42.comNs-575.awsdns-07.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate