Colonial Heights, VA Office
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Hornor, Townsend & Kent, LLC
Enterprise
Firm-wide stats for Hornor, Townsend & Kent, LLC
About
Hornor, Townsend & Kent (HTK) serves individuals (including high‑net‑worth clients), trusts, businesses, charitable organizations, and retirement plans through a network of Advisers, offering advisory programs, financial planning (one‑time and ongoing), and retirement plan consulting. The firm operates both advisory programs and broker‑dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.
HTK’s advisory platform includes third‑party asset manager (TPAM) relationships structured as co‑advisory, promoter, or wrap‑fee arrangements, and it offers both discretionary and non‑discretionary account options — as of December 31, 2025 HTK reported roughly $8.37 billion in discretionary AUM and about $648 million in non‑discretionary AUM. Advisers work with clients to tailor asset allocation, diversification, and other strategies while TPAMs often perform day‑to‑day portfolio management under HTK’s due diligence and supervisory framework.
Distinctive aspects disclosed in the brochure include HTK’s dual registration as an SEC‑registered adviser and FINRA‑member broker‑dealer (a less common configuration among large enterprise firms), its ownership by Penn Mutual with affiliated insurance and underwriting relationships, and the firm’s use of various revenue arrangements — including promoter fees, 12b‑1 receipts, Pershing revenue sharing, and an FDIC‑Eligible Bank Deposit Sweep Product where HTK retains the majority of program fees — all of which are noted as potential conflicts and are addressed through disclosure and supervision.
Based on Hornor, Townsend & Kent, LLC
Location
110 C Norfolk Ave
Colonial Heights VA 23834
Advisors at this office
3
Advisors at this office
Isaac C
Series 63, Series 65
Colonial Heights, VA
Hornor, Townsend & Kent, LLC
Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Jackson National Life Distributors LLC, MML Investors Services, and MassMutual. He is also the proprietor of Elevate Financial Group, a life insurance brokerage operating under the firm's umbrella. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage alongside investment advice.
Janssen B
Series 63, Series 65
Colonial Heights, VA
Hornor, Townsend & Kent, LLC
Janssen Breeden is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Penn Mutual Life Insurance Company, MML Investors Services LLC, and MassMutual. Outside of his advisory role, Breeden coaches rugby at Benedictine College Preparatory. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of investment and brokerage services supported by third-party asset managers.
David H
Series 66
Colonial Heights, VA
Hornor, Townsend & Kent, LLC
David Hays is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. He also spent nine years working in the restaurant industry. In addition to his advisory role, he is involved in insurance brokerage and financial advising activities, including the sale and service of life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services with a network of advisers and third-party asset manager relationships to support client investment strategies.
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