O
Olde Towne Financial Management Co.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,878,228
Clients
37
32% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$618,330
About
Olde Towne Financial Management Co. provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, nonprofit organizations and privately held businesses. Its services encompass tailored investment policy development, retirement and estate planning, business planning and employee‑benefit optimization within an integrated planning framework.
The firm develops individualized investment plans through personal discovery conversations and implements them on a discretionary basis while coordinating with outside attorneys and tax professionals when appropriate. Portfolio construction draws on a broad analytical toolkit — including fundamental, quantitative, technical, cyclical and charting analysis — and clients receive custodial statements and online access to monitor accounts.
Compared with many small independent advisers, Olde Towne manages a relatively concentrated set of client relationships and integrates quantitative and technical strategies alongside traditional fundamental research, including occasional use of derivatives. The firm does not accept third‑party compensation, does not vote client proxies (clients retain proxy voting), and operates with direct coordination with external attorneys and tax advisors as part of its service model.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
$1 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 1.00% $2,500,001+: Negotiated
Account minimum: $500,000 Fee-only: Annual advisory fee based on AUM as per tiers; fees are negotiable above $2,500,001
Main office location
Olde Towne Financial Management Co.
7 Corporate Center Court, Suite B
Greensboro NC 27408, United States
Number of offices
1
Most active in
Olde Towne Financial Management Co. has reported serving >5 clients in these states in the last 12 months.
North Carolina · Pennsylvania · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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