Kurt
Brown

Townsquare Capital, LLC

CRD#3225031
Investment Advisor
in Provo, UT

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About this Advisor

Kurt Brown is a financial advisor working out of Provo, Utah who has 6 years of industry experience. Brown is currently employed by Townsquare Capital, LLC. Throughout their career, they have worked at Black Rock Capital, Alta Capital Management, Allegis Investment Advisors and Townsquare Capital, LLC. Brown maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Idaho and Utah. Townsquare Capital, LLC is a financial advisory business that has its headquarters in Provo, UT. The company has offices in 40 locations and a total of 89 financial advisors. It manages $6 billion in assets under management among its 28,608 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 60 charitable organizations. Of its 28,608 accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. Townsquare Capital, LLC offers a diverse assortment 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. Fees for financial management largely depend on the type of services offered. Fee types billed by Townsquare Capital, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Kurt Brown Work History

Kurt has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Townsquare Capital, LLC

2017 - Present (7 years)

Townsquare Capital, LLC

2004 - Present (20 years)

Black Rock Capital

2016 - 2017 (1 year)

Allegis Investment Advisors

2004 - 2016 (12 years)

Alta Capital Management

*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 Kurt Brown 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

Adam Graves
Aurora, CO
Clark Kemsley
Cedar Park, TX
Frederick Harris
Provo, UT
Catherine White
Lehi, UT
Monica Sonnier
Provo, UT
Tyson Walker
Provo, UT
Staci Compagno
Provo, UT
Adam Mckell
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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