Olde Towne Financial Management CO.

Public-record details

Address

7 Corporate Center Court, Suite B, Greensboro, NC 27408

Phone

(336) 346-3097

Listed under

Financial planning, % of assets managed

CRD number

288706

Registration

State registered: NC, PA, VA

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$22.9 million

Accounts managed

91

Clients reported (Form ADV 5.D)

37

Individual / high-net-worth clients

25 / 12

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-30

State registered (NC, PA, VA) investment adviser, CRD 288706, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 288706 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.