George Townsend has been Chief Compliance Officer of Consilium Wealth Advisory since April 2026, is a control person of the firm and directly owns under 5% of it. George Townsend holds an MBA from the University of Southern California.
Consilium Wealth Advisory, LLC is a firm with $466M under management, 120 clients and 4 advisers across 2 offices, as of its May 2026 filing.
George Townsend is Managing Director of Consilium Wealth Advisory. His current roles include Senior Portfolio Manager and Client Advisor. He helped design Consilium's Capitalize stewardship program, which develops a family's financial, human and intellectual capital for multiple generations. He is a past portfolio manager at Northern Trust and US Trust.
George Townsend’s longest registration is the current one, 11 years at Consilium Wealth Advisory since 2015. Before joining Consilium Wealth Advisory in 2015, George Townsend was registered through Bok Financial Advisors.
- – present · 11 yearsFrisco, TX · Adviser representative · Firm CRD 164993
- Bok Financial Advisors– · 1 yearDallas, TX · Adviser representative · Firm CRD 17530
Professional designations
Listed by Consilium Wealth Advisory
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
George Townsend is registered as an investment adviser representative in Texas, since March 2015.
- TexasSince 23 March 2015
Examinations
No examinations are on George Townsend’s record.
- Full name
- George Kermit Townsend
- CRD
- 6114451
- Firm
- Consilium Wealth Advisory · CRD 164993
- Role
- Chief Compliance Officer
- Office
- Frisco, TX
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- consilium-llc.com
Where does George Townsend work?
George Townsend has been Chief Compliance Officer of Consilium Wealth Advisory, LLC since April 2026, and is a control person of the firm.
Is George Townsend a financial advisor?
Yes. George Townsend has a current investment-adviser registration in Texas, through Consilium Wealth Advisory since March 2015.
How many years of experience does George Townsend have?
George Townsend has 12 years in the financial industry, since December 2013, across 2 adviser firms.
Where did George Townsend work before Consilium Wealth Advisory?
Before Consilium Wealth Advisory, George Townsend was registered through Bok Financial Advisors, September 2012 to January 2014.
Where is George Townsend based?
George Townsend’s registered office is in Frisco, TX.
Is George Townsend registered with FINRA?
No. George Townsend has no current broker registration.
Is George Townsend a CFP?
Consilium Wealth Advisory lists George Townsend with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify George Townsend’s record?
Search CRD 6114451 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Townsend’s full registration record.
