Olde Towne Financial Management Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
7 Corporate Center Court, Suite B
Greensboro NC 27408
Advisors at this office
1
Most active in
North Carolina · Pennsylvania · Virginia
Also doing business as
Olde Town Financial Management Co. · Olde Towne Financial Management Co. · Olde Towne Financial Management Company · Olde Towne Financial Management Company, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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