Townsquare Capital

Overview

TownSquare Capital, LLC is an SEC-registered investment adviser located in Lehi, Utah.²³⁴ Its clients include wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.⁵

History

The firm’s SEC registration was approved effective June 9, 2017.¹ Its website carries a copyright notice covering 2007 to 2026.⁶

Timeline

1. 2007Its website carries a copyright notice covering 2007 to 2026.
2. 2017The firm’s SEC registration was approved effective June 9, 2017.

Leadership

Kurt Brown is Principal and Chief Investment Officer.⁷ Chris Hedquist, CFP®, is Senior Portfolio Strategist.⁷ Monica Sonnier, CFA, is Director of Fixed Income Strategies.⁷ Michael Folker is President.⁷ Joshua Flade, CFA, is Deputy Chief Investment Officer.⁷ Tyson Walker is Director of Portfolio Strategy.⁷ Erica West is Director of Relationship Management.⁷ Staci Compagno, CRCP, is Chief Compliance Officer.⁷ Joel Drake is Director of Technology.⁷

Services

TownSquare describes its investment platform as a flexible chassis that augments a client’s existing investment program.⁸ Services include money-manager vetting, portfolio construction and portfolio management.⁹ The firm also provides efficiency and structure audits and tax optimization.¹⁰ Trading operations include traditional execution and model delivery.¹¹ Full-service engagements may include compliance, fee billing and reporting support.¹² Clients can select services à-la-carte or use a turnkey investment and operations team.¹³

What the firm offers

• Investment management
• Tax planning
• Philanthropy

Client focus

The firm serves wealth advisory firms and institutions, including family offices, corporations, endowments, foundations and governments.⁵

Investment philosophy and approach

The firm says its philosophy emphasizes strategically unique, best-of-breed investment and trading strategies.¹⁴ It focuses on optimizing relative portfolio risk, cost efficiency and tax impact.¹⁵ The firm states that great investing comes from buying high-quality assets at compelling prices.¹⁶

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Utah

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• GuideFiduciary duty vs suitability

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Sources

1. SEC IAPD firm summary , accessed October 23, 2026.
2. SEC/IAPD firm summary , accessed October 23, 2026.
3. TownSquare Capital important disclosure information , accessed October 23, 2026.
4. TownSquare Capital important disclosure information , accessed October 23, 2026.
5. TownSquare Capital , accessed October 23, 2026.
6. TownSquare Capital team page , accessed October 23, 2026.
7. TownSquare Capital team page , accessed October 23, 2026.
8. TownSquare Capital , accessed October 23, 2026.
9. TownSquare Capital , accessed October 23, 2026.
10. TownSquare Capital , accessed October 23, 2026.
11. TownSquare Capital , accessed October 23, 2026.
12. TownSquare Capital , accessed October 23, 2026.
13. TownSquare Capital , accessed October 23, 2026.
14. TownSquare Capital , accessed October 23, 2026.
15. TownSquare Capital , accessed October 23, 2026.
16. TownSquare Capital , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.