TownSquare Capital, LLC is a registered investment advisor based in Lehi, Utah, operating as an indirect subsidiary of Orion Advisor Solutions, Inc. The firm primarily provides sub-advisory asset management services—often referred to as Outsourced Chief Investment Officer or OCIO services—to other affiliated and unaffiliated registered investment advisors. In these relationships, the primary investment advisor maintains the direct client relationship and determines suitability, while TownSquare Capital manages the allocated portfolio assets using discretionary authority based on model portfolios or specific investment strategies. The firm offers access to various investment strategies, including mutual funds, exchange-traded funds, equities, fixed income, alternative investments, and custom indexing solutions. Additionally, TownSquare Capital manages certain private pooled investment vehicles and offers portfolio audit services to eligible advisors. The firm does not typically provide direct, ongoing comprehensive financial planning services to individual retail investors as its primary business model focuses on institutional and sub-advisory asset management.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.