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TOWNSQUARE CAPITAL, LLC

LEHI, UT · CRD 288576 · IAPD ↗ · townsquarecapital.com · 385-375-8650

$18.07BRegulatory AUM
17Advisory reps
53Employees
0Clients
n/aPlanning clients
2Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — TOWNSQUARE CAPITAL, LLC changed its website from orion.com to townsquarecapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
79
April 2026 — TOWNSQUARE CAPITAL, LLC grew from 8 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
August 2025 — TOWNSQUARE CAPITAL, LLC moved its main office from PROVO, UT to LEHI, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — TOWNSQUARE CAPITAL, LLC shrank from 15 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — TOWNSQUARE CAPITAL, LLC notice-filed in AL, AR, DC, DE, MS, ND, NH, NJ, OK, PA, PR, RI, VI, VT, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2025 — TOWNSQUARE CAPITAL, LLC reported RAUM up 71% ($8.78B -> $14.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — TOWNSQUARE CAPITAL, LLC shrank from 70 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — TOWNSQUARE CAPITAL, LLC reported RAUM up 40% ($6.25B -> $8.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.