GT
George K. Townsend
CONSILIUM WEALTH ADVISORY
FRISCO, TX
Some features on this profile are disabled
CRD#: 6114451
GT
Professional summary
George Kermit Townsend, CFP®, who also goes by George Townsend, is a registered financial advisor currently at CONSILIUM WEALTH ADVISORY, LLC located in Frisco, Texas.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. George has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
George Townsend
Other business activities
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.
Name: George Kermit Townsend,
Investment related: yes
Address: Richardson, TX
title: Sole Proprietor; Insurance Agent;
Start: 03/2020
Hours per month: 4 Securities hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view George Kermit Townsend's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 23, 2015 - Present
CONSILIUM WEALTH ADVISORY, LLC
RIA
CRD#: 164993
FRISCO, TX
Past
September 19, 2012 - January 2, 2014
BOK FINANCIAL SECURITIES, INC.
RIA
CRD#: 17530
DALLAS, TX
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".
CW
CONSILIUM WEALTH ADVISORY, LLC
CONSILIUM WEALTH ADVISORY, LLC
CRD#: 164993 / SEC#: 801-120593
RIA
Registered Investment Advisory firm - (3/24/2021 Approved)California
Registered Investment Advisory firm - (4/29/2021 Terminated)Florida
Registered Investment Advisory firm - (3/30/2021 Terminated)Louisiana
Registered Investment Advisory firm - (4/1/2021 Terminated)Oregon
Registered Investment Advisory firm - (4/5/2021 Terminated)Texas
Registered Investment Advisory firm - (3/30/2021 Terminated)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.Highlighted states indicate IAR registrations
IAR
Texas(3/23/2015)
Exams
Current Firm
CW
CONSILIUM WEALTH ADVISORY, LLC
CONSILIUM WEALTH ADVISORY, LLC
CRD#: 164993 / SEC#: 801-120593
RIA
Registered Investment Advisory firm - (3/24/2021 Approved)California
Registered Investment Advisory firm - (4/29/2021 Terminated)Florida
Registered Investment Advisory firm - (3/30/2021 Terminated)Louisiana
Registered Investment Advisory firm - (4/1/2021 Terminated)Oregon
Registered Investment Advisory firm - (4/5/2021 Terminated)Texas
Registered Investment Advisory firm - (3/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Frisco, TX
Mailing Address
Phone number
(214) 299-5114
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 312,556,746 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2025 | ||
| 11/25/2024 | ||
| 10/24/2023 |
Red Flags
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.
