Townsquare Capital, LLC

Investment Advisor
in Provo, UT

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About this Advisor

Staci Compagno is a financial advisor based in Provo, Utah who has 4 years of relevant experience. Compagno is on the advisory team at Townsquare Capital, LLC. Throughout their career, they have worked at Cetera Advisors Networks, Allegis Investment Advisors, Allegis Investment Services, Townsquare Capital LLC, Dfpg Investments, LLC and Portside Wealth Group, LLC. Compagno has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Utah. Townsquare Capital, LLC is a registered investment company that has its headquarters in Provo, UT. The investment advisory business has offices in 40 locations and a total of 89 employees. It has $6 billion in assets among its 28,608 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 60 charitable organizations. Of its 28,608 client accounts, just 9% belong to high-net-worth investors who have more than $1 million in investable assets. Townsquare Capital, LLC has a number 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 fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Townsquare Capital, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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


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


UT Average: 12
Total Number of Accounts


UT Average: 1,115
Average Account Size


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

Staci Compagno Work History

Staci has been registered as a financial advisor for 4 years.*

2023 - Present (1 year)

Portside Wealth Group, LLC

2019 - Present (5 years)

Townsquare Capital LLC

2020 - 2022 (2 years)

Dfpg Investments, LLC

2014 - 2018 (4 years)

Allegis Investment Advisors

2014 - 2019 (5 years)

Allegis Investment Services

2013 - 2014 (1 year)

Cetera Advisors Networks

*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.


Please visit the SEC profile of Staci Compagno 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

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

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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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