Overview
Assets Under Management: $160 million
Headquarters: THOUSAND OAKS, CA
High-Net-Worth Clients: 158
Average Client Assets: $700,227
Frequently Asked Questions
LONGEVITY CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328283), LONGEVITY CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
LONGEVITY CAPITAL MANAGEMENT is headquartered in THOUSAND OAKS, CA.
LONGEVITY CAPITAL MANAGEMENT serves 158 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, LONGEVITY CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LONGEVITY CAPITAL MANAGEMENT manages $160 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, LONGEVITY CAPITAL MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.17
Average High-Net-Worth Client Assets: $700,227
Total Client Accounts: 177
Discretionary Accounts: 156
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 328283
Filing ID: 2029002
Last Filing Date: 2025-11-20 13:13:32
Website: 0