The Securities and Exchange Commission has not necessarily reviewed
the information in this filing and has not determined if it is
accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
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Report for the Calendar Year or Quarter Ended: | 03-31-2025 |
Check here if Amendment | Amendment Number: | ||
This Amendment (Check only one.): | is a restatement. | ||
adds new holdings entries. |
Institutional Investment Manager Filing this Report: | |
Name: | TOWNSQUARE CAPITAL LLC |
Address: | 5314 River Run Drive |
Suite 210 | |
Provo , UT84604 | |
Form 13F File Number: | 028-19141 |
The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager: | ||||
Name: | Mark Audrain | |||
Title: | Chief Compliance Officer | |||
Phone: | 402-896-7713 | |||
Signature, Place, and Date of Signing: | ||||
/s/ Mark Audrain | Kansas City , MO | 05-09-2025 | ||
[Signature] | [City, State] | [Date] | ||
Report Type (Check only one.): | |
X | 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) |
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) | |
13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) |
Form 13F Summary Page | |||||
Report Summary: | |||||
Number of Other Included Managers: | 67 | ||||
Form 13F Information Table Entry Total: | 45117 | ||||
Form 13F Information Table Value Total: | 9,388,635,504 | ||||
(thousands) | |||||
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.] | |||
Form 13F File Number | Name | ||
DOGWOOD CAPITAL MANAGEMENT | |||
RETIREWISE TAX AND WEALTH ADVISORS, INC. | |||
PROACTIVE WEALTH MANAGEMENT, INC. | |||
JRS WEALTH MANAGEMENT LLC | |||
IMPACT FINANCIAL | |||
BOWLINE FINANCIAL, LLC | |||
LARSON WILLIAMS WEALTH ADVISORS, LLC | |||
ULTRA FINANCIAL PARTNERS | |||
ASCENT RETIREMENT ADVISORS | |||
HA WEALTH ADVISORS INC. | |||
WALLACE ADVISORY GROUP, LLC | |||
ONESEVEN | |||
DFPG INVESTMENTS, LLC | |||
ACCELERATED WEALTH ADVISORS LLCA | |||
CAPITA FINANCIAL NETWORK, LLC | |||
SCOTT MARSH FINANCIAL, LLC | |||
DRIVE WEALTH ADVISERS | |||
THE PROFESSIONAL FINANCIAL COMPANY LLC | |||
OAK LANE ADVISORS | |||
WARREN STREET WEALTH ADVISORS, LLC | |||
BLUE BARN WEALTH | |||
BAKER TILLY WEALTH MANAGEMENT, LLc | |||
MARIPAU WEALTH MANAGEMENT LLC | |||
ALLIANCE WEALTH ADVISORS, LLC | |||
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLCA | |||
GIBBS WEALTH MANAGEMENT, LLC | |||
FIAT WEALTH MANAGEMENT | |||
WEALTH MANAGEMENT CPAS, LLC | |||
FINANCIAL NETWORK WEALTH ADVISORS LLC | |||
ONEWEALTH | |||
THE NORDEN GROUP LLC | |||
FLORIDA FINANCIAL ADVISORS, LLC | |||
PORTSIDE WEALTH GROUP, LLC | |||
RAI WEALTH | |||
GK WEALTH MANAGEMENT LLC | |||
DRUCKER WEALTH | |||
ONE WEALTH CAPITAL MANAGEMENT, LLC | |||
LOGAN CAPITAL MANAGEMENT, INC. | |||
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | |||
BROOKSTONE WEALTH ADVISORS, LLC | |||
DIVERSIFY WEALTH MANAGEMENT LLC | |||
PRIVATE ADVISOR GROUP, LLC | |||
PFG ADVISORS | |||
SOWELL MANAGEMENT | |||
J. FREEMAN & ASSOCIATES | |||
MCKAY WEALTH MANAGEMENT GROUP LLC | |||
CULTIVATE FINANCIAL | |||
KINGSWOOD WEALTH ADVISORS, LLCA | |||
ERBEN ASSOCIATES, LLC | |||
OPTIVISE ADVISORY SERVICES LLCA | |||
FARTHER | |||
ELYSIUM WEALTH MANAGEMENT, LLC | |||
EP WEALTH ADVISORS | |||
KINNECT ADVISOR GROUP, L.L.C. | |||
PLANNED SECURITY ADVISORS LLC | |||
SOL FINANCIAL | |||
WEALTHBUILDERS INVESTMENTS | |||
VERIDIAN PRIVATE WEALTH MANAGEMENT | |||
ARETE WEALTH ADVISORS, LLC | |||
KUKUI TREE CAPITAL MANAGEMENT LLC | |||
ALPHA RETIREMENT WEALTH, LLC | |||
FOWLER WEALTH MANAGEMENT | |||
Balefile, LLC | |||
Proxy Freedom | |||
McCulley Financial Group, LLC | |||
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | |||
PROTECTION POINT ADVISORS |
List of Other Included Managers: | |||
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. | |||
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.] | |||
No. | Form 13F File Number | Name | |
1 | DOGWOOD CAPITAL MANAGEMENT | ||
2 | RETIREWISE TAX AND WEALTH ADVISORS, INC. | ||
3 | PROACTIVE WEALTH MANAGEMENT, INC. | ||
4 | JRS WEALTH MANAGEMENT LLC | ||
5 | IMPACT FINANCIAL | ||
6 | BOWLINE FINANCIAL, LLC | ||
7 | LARSON WILLIAMS WEALTH ADVISORS, LLC | ||
8 | ULTRA FINANCIAL PARTNERS | ||
9 | ASCENT RETIREMENT ADVISORS | ||
10 | HA WEALTH ADVISORS INC. | ||
11 | WALLACE ADVISORY GROUP, LLC | ||
12 | ONESEVEN | ||
13 | DFPG INVESTMENTS, LLC | ||
14 | ACCELERATED WEALTH ADVISORS LLCA | ||
15 | CAPITA FINANCIAL NETWORK, LLC | ||
16 | SCOTT MARSH FINANCIAL, LLC | ||
17 | DRIVE WEALTH ADVISERS | ||
18 | THE PROFESSIONAL FINANCIAL COMPANY LLC | ||
19 | OAK LANE ADVISORS | ||
20 | WARREN STREET WEALTH ADVISORS, LLC | ||
21 | BLUE BARN WEALTH | ||
22 | BAKER TILLY WEALTH MANAGEMENT, LLc | ||
23 | MARIPAU WEALTH MANAGEMENT LLC | ||
24 | ALLIANCE WEALTH ADVISORS, LLC | ||
25 | JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLCA | ||
26 | GIBBS WEALTH MANAGEMENT, LLC | ||
27 | FIAT WEALTH MANAGEMENT | ||
28 | WEALTH MANAGEMENT CPAS, LLC | ||
29 | FINANCIAL NETWORK WEALTH ADVISORS LLC | ||
30 | ONEWEALTH | ||
31 | THE NORDEN GROUP LLC | ||
32 | FLORIDA FINANCIAL ADVISORS, LLC | ||
33 | PORTSIDE WEALTH GROUP, LLC | ||
34 | RAI WEALTH | ||
35 | GK WEALTH MANAGEMENT LLC | ||
36 | DRUCKER WEALTH | ||
37 | ONE WEALTH CAPITAL MANAGEMENT, LLC | ||
38 | LOGAN CAPITAL MANAGEMENT, INC. | ||
39 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | ||
40 | BROOKSTONE WEALTH ADVISORS, LLC | ||
41 | DIVERSIFY WEALTH MANAGEMENT LLC | ||
42 | PRIVATE ADVISOR GROUP, LLC | ||
43 | PFG ADVISORS | ||
44 | SOWELL MANAGEMENT | ||
45 | J. FREEMAN & ASSOCIATES | ||
46 | MCKAY WEALTH MANAGEMENT GROUP LLC | ||
47 | CULTIVATE FINANCIAL | ||
48 | KINGSWOOD WEALTH ADVISORS, LLCA | ||
49 | ERBEN ASSOCIATES, LLC | ||
50 | OPTIVISE ADVISORY SERVICES LLCA | ||
51 | FARTHER | ||
52 | ELYSIUM WEALTH MANAGEMENT, LLC | ||
53 | EP WEALTH ADVISORS | ||
54 | KINNECT ADVISOR GROUP, L.L.C. | ||
55 | PLANNED SECURITY ADVISORS LLC | ||
56 | SOL FINANCIAL | ||
57 | WEALTHBUILDERS INVESTMENTS | ||
58 | VERIDIAN PRIVATE WEALTH MANAGEMENT | ||
59 | ARETE WEALTH ADVISORS, LLC | ||
60 | KUKUI TREE CAPITAL MANAGEMENT LLC | ||
61 | ALPHA RETIREMENT WEALTH, LLC | ||
62 | FOWLER WEALTH MANAGEMENT | ||
63 | Balefile, LLC | ||
64 | Proxy Freedom | ||
65 | McCulley Financial Group, LLC | ||
66 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | ||
67 | PROTECTION POINT ADVISORS |