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Christopher Daly Towle

TOWLE & CO
DENVER, CO
·CRD# 2654067·31 years experience

Professional Summary

Christopher Daly Towle is a registered financial advisor currently at TOWLE & CO located in Denver, Colorado. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christopher has worked at 1 firm and has passed the Series 65 and Series 3 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

TOWLE & CO·CRD# 110862
RIA
720 S. Colorado Blvd Suite 730-s, Denver, CO 80246
March 11, 1996 - Present

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Current Firm

T&
TOWLE & CO

TOWLE & CO

CRD#: 110862 / SEC#: 801-16622
RIA
Registered Investment Advisory firm - SEC (12/10/1981 Approved)

Contact Information

Main Address

720 S. Colorado Blvd Suite 730-s, Denver, CO 80246

Phone Number

(303) 731-2494

# of Employees

9

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TOWLE & CO. ADV PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

31

AUM (Assets Under Management)

$473,654,492

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Miller Homestead - investment related; c/o Streamline Family Office, PO Box 823, Dover, MA 02030.; Director, President, Treasurer and minority shareholder; c. 1980; < one hour/month; 0 hours during trading day; involved with farming, investments, provides supervisory and governance oversight. 2) Front Range LLC - c/o Streamline Family Office, PO Box 823, Dover, MA 02030.; LLC used to purchase rental property; manager and 100% owner; June 2018; < one hour/month; 0 hours during trading day; oversight. 3) Confluent Holdings, LLC - investment related; 7733 Forsyth Blvd, St. Louis, MO 63105; a St. Louis-based holding company that acquires and builds small businesses throughout the U.S.; Member of the Investment Advisory Committee; July 2021; 1-2 hours per year; 1-2 hours per year during trading hours; the Investment Advisory Committee reviews third party valuations and will need to be consulted with and provide formal approval of any matters related to conflicts of interest or dissolution of the company. 4) Wishwood, LLC - investment related; c/o Streamline Family Office, PO Box 823, Dover, MA 02030.; a single member LLC formed to hold private investments; Manager; July 2021; a few hours/year; a few hours/year during trading hours; will make all decisions with respect to the Company' s business and to take all actions necessary to carry out such decisions. 5) Towle Trust Lubbock TX - Trustee; 1107 Ave K, Lubbock, TX 79401; start date 11/16/2021; five hour/year; 0 hours during trading day; signs leases related to mineral rights. 6) W.L. Ellwood Trust - Trustee; 1107 Ave K, Lubbock, TX 79401; start date 10/01/2022; two hours/year; 0 hours during trading day; signs leases related to mineral rights. 7) The Miller Project, LLC - Investment related; c/o Streamline Family Office, PO Box 823, Dover, MA 02030; Power of Attorney for the Manager of the Miller Project, LLC; start date 09/26/2023; approximately one hour/month; 0 hours during trading day; will make financial and administrative decisions for the entity and provide long-term financial support and management services to the Miller Homestead.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
T&
TOWLE & CO

TOWLE & CO

CRD#: 110862 / SEC#: 801-16622
RIA
Registered Investment Advisory firm - SEC (12/10/1981 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Colorado
(8/29/2019)
IAR
Missouri
(3/11/1996)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1995About the Series 65 exam

Series 3 — National Commodity Futures Examination

Passed Oct 2021About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Daly Towle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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