Caleb Griffith
Townsend Asset Management · Raleigh, North Carolina
Caleb Griffith is a fee-only financial advisor at Townsend Asset Management in Raleigh, North Carolina, who holds the CFP credential. Caleb focuses on retirement planning, tax planning and estate & legacy planning. Townsend Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Townsend Asset Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $479.6M across 1,130 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 5969073 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.northcarolinawealthmanagers.com |
How Caleb's firm compares
- Townsend Asset Management's average account is about $424,000, from its Form ADV (assets managed divided by 1,130 accounts).
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Questions about Caleb
Is Caleb Griffith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Townsend Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caleb charge for financial advice?
Caleb's firm, Townsend Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Caleb Griffith based?
Caleb Griffith is based in Raleigh, North Carolina.
What does Caleb specialize in?
Caleb's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Caleb Griffith hold?
Caleb Griffith holds the CFP credential.
Is Caleb Griffith registered with the SEC?
Yes. Caleb Griffith is registered as an investment adviser representative in NC and TX (CRD 5969073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Townsend Asset Management manage?
Townsend Asset Management reports $479.6M across 1,130 accounts in assets under management.
How do I contact Caleb Griffith?
Through Caleb's website, www.northcarolinawealthmanagers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Townsend Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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