Adam
Mckell

Townsquare Capital, LLC

CRD#6561704
Investment Advisor
in Provo, UT

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About this Advisor

Adam Mckell is a financial advisor operating out of Provo, Utah who has 5 years of industry experience. Mckell works at Townsquare Capital, LLC. Mckell has gained experience at American United Life, Oneamerica Securities, Mckell Partners, Grant Thornton Llp and Townsquare Capital, LLC. Mckell holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in California. Townsquare Capital, LLC is a registered investment business that has its headquarters in Provo, UT. The investment advisory business has offices in 40 locations and a total of 89 advisors. It controls $6 billion in total assets between its 28,608 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 60 charitable organizations. Of its 28,608 customer accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets. Townsquare Capital, LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees depend on which services the firm provides the client. However, fees billed by Townsquare Capital, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5314 River Run Drive Suite 210
Provo, UT 84604

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

UT Average: $693,624,108
Total Number of Employees

89

UT Average: 12
Total Number of Accounts

28,608

UT Average: 1,115
Average Account Size

$218,275

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Adam Mckell Work History

Adam has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Townsquare Capital, LLC

2015 - Present (9 years)

Mckell Partners

2015 - 2018 (3 years)

American United Life

2015 - 2018 (3 years)

Oneamerica Securities

2013 - 2015 (2 years)

Grant Thornton Llp

2013 - 2013 (< 1 year)

Mckell Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Mckell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Townsquare Capital, LLC

Trenton Laporte
Idaho Falls, ID
Clark Kemsley
Cedar Park, TX
Adam Mckell
Provo, UT
Monica Sonnier
Provo, UT
Tyson Walker
Provo, UT
Frederick Harris
Provo, UT
Catherine White
Lehi, UT
Staci Compagno
Provo, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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