Data / Investment advisers / Pennsylvania / Towercrest Capital Management, LLC
Towercrest Capital Management, LLC, Newtown, PA: $718 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Towercrest Capital Management, LLC is an SEC registered investment adviser with its main office in Newtown, Pennsylvania and reports $718 million in regulatory assets under management in its Form ADV filed June 22, 2026. Its clients include other investment advisers, high net worth individuals and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Towercrest Capital Management, LLC (CRD number 152069): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 152069
- SEC file number
- 801-80857
- SEC status
- Approved, effective January 22, 2015
- Main office
- 41 University Drive Suite 400, Newtown, PA 18940
- Phone
- (215) 809-2000
- Regulatory AUM
- $717,601,381 in the Form ADV filed June 22, 2026
- Discretionary AUM
- $717,601,381
- Accounts
- 1,461
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | $517.4 million |
| High net worth individuals | 42 | $183.1 million |
| Individuals (other than high net worth individuals) | 41 | $17.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $717.6 million | March 6, 2026 |
| December 1, 2025 | $709.7 million | March 19, 2025 |
Other advisers in Newtown
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Main Street Financial Solutions, LLC | Newtown | $2.51 billion | Not listed | adviserinfo.sec.gov |
| Miravast Asset Management, LLC | Newtown | $1.36 billion | 3 | adviserinfo.sec.gov |
| Mount Lucas Management LP | Newtown | $1.30 billion | 1 | adviserinfo.sec.gov |
| Insight Advisors, LLC | Newtown | $785.7 million | Not listed | adviserinfo.sec.gov |
| Jmac Enterprises LLC | Newtown | $722.4 million | Not listed | adviserinfo.sec.gov |
| Bucks Capital Advisers | Newtown | $670.7 million | Not listed | adviserinfo.sec.gov |
| PW Nova Financial Services LLC | Newtown | $654.3 million | Not listed | adviserinfo.sec.gov |
| Brick & Kyle Associates Inc | Newtown | $491.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newtown, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Towercrest Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.