# Towercrest Capital Management

Towercrest Capital Management is a Bank / Wealth / Trust based in Newtown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newtown, United States
- **Region:** North America
- **Address:** Newtown, PA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** towercrestcapital.com
- **LinkedIn:** https://www.linkedin.com/company/towercrest-capital-management

## Regulatory record

- **CRD number:** 152069
- **SEC file number:** 801-80857
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152069

## About

Founded in 2009, Towercrest Capital Management operates as a registered investment adviser (RIA) headquartered in Newtown, Pennsylvania. The firm provides discretionary investment management and financial planning services to a client base that includes individuals, corporations, and pooled investment vehicles. Its regulatory filings with the SEC confirm it functions as a traditional wealth management practice rather than a family office or institutional asset gatherer. The firm's investment strategy emphasizes long-term portfolio construction through direct security selection, mutual fund allocations, and separately managed accounts. Towercrest tailors portfolios to client-specific objectives rather than running a single flagship strategy. Its Form ADV disclosures indicate the firm does not sponsor private funds or engage in proprietary trading, placing it firmly in the advisory-and-planning segment of the RIA landscape rather than the alternative-asset or private-investment end of the market. Towercrest operates from a single office in Newtown, a borough in Bucks County roughly 30 miles northeast of Philadelphia. The location situates the firm within a network of regional wealth managers that serve Pennsylvania and New Jersey families, professionals, and business owners. No adjacent philanthropic vehicles, operating companies, or co-investment clubs appear in public filings or press coverage tied to the firm. As a state-registered (Pennsylvania) or SEC-registered advisory practice — depending on when its AUM crossed the registration threshold — Towercrest sits in the highly fragmented middle market of US RIAs. Its structural differentiator is the absence of a branded investment product: the firm operates as an advice-only or advice-plus-implementation practice, charging asset-based or fixed fees for ongoing management. This separates it from both product-manufacturer RIAs and multi-family offices that layer on tax, estate, and concierge services.

## Questions

### Does Towercrest manage private funds or alternative investments?

Based on its regulatory disclosures, Towercrest does not sponsor private funds such as hedge funds or private equity vehicles. The firm manages client assets through direct security selection and allocations to third-party mutual funds, operating as a long-only discretionary manager rather than an alternatives platform.

### How does Towercrest charge for its services?

As disclosed in its Form ADV Part 2, Towercrest charges fees based on a percentage of assets under management, with fixed-fee arrangements available for certain planning engagements. This is standard for RIAs of its size and profile. The firm does not earn commissions or transaction-based compensation, operating on a fee-only basis.

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Last updated: 2026-06-03T20:00:00.000Z

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