Towercrest Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Towercrest Capital Management reports 84 clients. They include 42 high-net-worth individuals, 41 individual clients and 1 other investment adviser. Of its assets, 100.0% ($718M across 1,461 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 2% |
| High-net-worth individuals | 50% | 26% |
| Other investment advisers | 1% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 41 | $17.1M | 2.4% | $417K |
| High-net-worth individuals | 42 | $183M | 25.5% | $4.36M |
| Other investment advisers | Fewer than 5 | $517M | 72.1% | $517M |
| Total | 84 | $718M | 100% | — |
- Clients
- 41
- Regulatory AUM
- $17.1M
- AUM share
- 2.4%
- Avg. per client
- $417K
- Clients
- 42
- Regulatory AUM
- $183M
- AUM share
- 25.5%
- Avg. per client
- $4.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $517M
- AUM share
- 72.1%
- Avg. per client
- $517M
Total
- Clients
- 84
- Regulatory AUM
- $718M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Towercrest Capital Management is paid through a percentage of assets under management and hourly charges; its fees and minimums are set out in its brochures on the SEC website.
Curtis Snyder owns 75% or more of Towercrest Capital Management. The leadership team of Towercrest Capital Management includes Chief Compliance Officer Curtis Snyder. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 2 soliciting firms
- Owns 75% or more of Towercrest Capital Management, LLC
Curtis Snyder
Control person · since September 2009
Towercrest Capital Management’s regulatory assets grew from $497M (March 2021) to $718M (June 2026); clients fell from 90 to 84 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $718M | 84 | 1 | 1 |
| Mar 2025March 2025 | $710M | 78 | 1 | 1 |
| May 2024May 2024 | $633M | 80 | 1 | 1 |
| Apr 2023April 2023 | $510M | 70 | 1 | 1 |
| Mar 2022March 2022 | $607M | 67 | 1 | 1 |
| Mar 2021March 2021 | $497M | 90 | 1 | 1 |
Besides its headquarters, Towercrest Capital Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 41 University Drive, Suite 400, NewtownHQ
Contact and registration details
- Legal name
- Towercrest Capital Management, LLC
- Headquarters
- 41 University Drive, Suite 400, Newtown, PA 18940
- Website
- towercrestcapital.com
- Phone
- 215-809-2000
- SEC file
- 801-80857
- Structure
- Delaware LLC
- Fiscal year end
- December
Towercrest Capital Management’s named custodians for separately managed accounts are Fidelity ($165M, 100%) and Charles Schwab ($550K, 0%). Towercrest Capital Management has custody of $4.27M for 1 clients.
- FidelityFidelity Investments · Boston, MA · $165M100%
- Charles SchwabCharles Schwab & Co., Inc. · San Franciso, CA · $550K0%
At year end, Towercrest Capital Management’s separately managed accounts were mostly in stocks (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $717M across 110 positions; the largest are iShares TR (11.8%), Schwab Strategic TR (9.1%) and iShares TR (6.1%).
What the accounts hold
- Stocks90%
- Funds4%
- Bonds1%
- Cash5%
How many clients does Towercrest Capital Management have?
Towercrest Capital Management has 84 clients and manages $718 million for them, as of June 2026. They include 42 high-net-worth individuals, 41 individual clients and 1 other investment adviser.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 June 2026
What services does Towercrest Capital Management offer?
Towercrest Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Towercrest Capital Management use?
Towercrest Capital Management’s separately managed account assets are held at Fidelity Investments (Boston, MA), with $165M and Charles Schwab & Co., Inc. (San Franciso, CA), with $550K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 June 2026
How many financial advisors does Towercrest Capital Management have?
Towercrest Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Towercrest Capital Management invest in?
At the end of its last fiscal year, Towercrest Capital Management’s separately managed accounts held 90% exchange-traded equities, 5% cash and equivalents, 4% pooled vehicles (private funds and similar) and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Towercrest Capital Management?
Towercrest Capital Management’s direct owner is Curtis Snyder (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 June 2026
How does Towercrest Capital Management get paid?
Towercrest Capital Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Towercrest Capital Management?
Towercrest Capital Management’s main office is at 41 University Drive, Suite 400, Newtown, PA 18940. Its phone number is 215-809-2000. Its website is towercrestcapital.com.