Overview
- Total Firm Assets
- $24.8 billion
- Average High-Net-Worth Client Portfolio Size
- $1.2 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: LONDON AND CAPITAL ADV PART 2A (2025-06-30)
· View brochure text
Latest filing: LONDON AND CAPITAL ADV PART 2A (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 25.44%
- Number of High-Net-Worth Clients
- 5,426
- Total Client Accounts
- 6,712
- Discretionary Accounts
- 6,712
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 132210
- LONDON AND CAPITAL ADV PART 2A (2026-03-31) · View brochure text
- LONDON AND CAPITAL ADV PART 2A (2025-06-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗