Townsquare Capital, LLC

Overview

Townsquare Capital, LLC is an SEC registered investment adviser based in Lehi, UT, registered since 2017. It reports $18.1B in assets under management across 58,181 accounts, with 53 employees. It has 21 investment adviser representatives.

Reported AUM

$18.1B

Discretionary

100%

Accounts

58,181

Average account

$311K

Employees

53

Advisory reps

21

Registered since

2017

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Individuals
• Other Investment Advisors
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Natalie Grace Wolfsen Chief Executive Officer CRD 3228035
• Michael James Folker President CRD 6222428
• Kylee Marie Beach Chief Legal Officer, Secretary CRD 6005280

2 more executive officers, with direct contact details

Advisory reps 3 of 21

• Lucas J. Catania Investment Adviser Rep CRD 8147001
• Michael James Folker Investment Adviser Rep CRD 6222428
• Ryan Paul Freitas Investment Adviser Rep CRD 5143345

18 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3450 N Triumph Blvd
Lehi, UT 84043

County

Utah

Metro area

Provo-Orem, UT

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: townsquarecapital.com

Every state, with registration dates

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