Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
15yrs
Caleb Griffith
Full name on record: Caleb Robert Griffith
Financial advisor at Townsend Asset Management
Caleb Griffith has worked in the financial industry for 15 years and is a financial advisor based in Raleigh, North Carolina. Caleb has been with Townsend Asset Management since 2012. Caleb holds the CFP® designation.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 53% of advisors in North Carolina
Office3110 Edwards Mill Road Suite 150, Raleigh, NC 27612
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.24 million
Advisors at the firm3
States licensed ?1 state
Services through Townsend Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2012 – nowTownsend Asset Management Corp.Current firm
Contact Caleb
(919) 782-9689Townsend Asset Management main office 3110 Edwards Mill Road Suite 150Raleigh, NC 27612Office · Get directions
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Caleb
How do I contact Caleb?
Call Townsend Asset Management at (919) 782-9689 and ask for Caleb Griffith. Caleb works from the Raleigh, NC office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2012, about 15 years. More experience than 53% of advisors in North Carolina.
What licenses does Caleb hold?
No exams are listed on the official record.
Is Caleb a fiduciary?
Caleb is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Caleb paid?
Townsend Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Caleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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