Perkins, OK Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
8410 S Western
Perkins OK 74059
Advisors at this office
2
Advisors at this office
David C
ChFC®, Series 63, Series 65
Perkins, OK
Hornor, Townsend & Kent, LLC
David Chaney is a ChFC® credentialed advisor with Hornor, Townsend & Kent, LLC, bringing 36 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. In addition to his advisory role, Chaney owns and operates a life insurance brokerage focused on fixed life insurance, fixed annuities, and disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets through a platform that includes third-party asset managers and offers both discretionary and non-discretionary account options.
Rory F
Series 66
Perkins, OK
Hornor, Townsend & Kent, LLC
Rory Faherty is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and three years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Equitable Advisors and has a background that includes roles in investment and insurance brokerage, including assisting with insurance sales at Legacy & Succession. Outside of advisory work, he has been involved in insurance brokerage activities related to life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, providing advisory programs, financial planning, and retirement plan consulting with both advisory and broker-dealer services. The firm manages assets through various third-party asset manager arrangements and operates as both an SEC-registered adviser and a FINRA-member broker-dealer.
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