Longevity Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$141,256,235
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
182
91% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
182
Very HighAverage account size
$776,133
About
Longevity Capital Management provides fee-based investment management, comprehensive financial planning, qualified retirement plan consulting, and project-based investment consulting to private individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, and plan sponsors. The firm serves a relatively small client base through a compact advisory team and offers both standalone planning and combined advisory arrangements for clients who consolidate assets.
The firm applies a tactical allocation strategy across discretionary and non‑discretionary mandates, employing listed equities, fixed income, mutual funds, options, structured notes, and cash positions used at times as a hedge. It may engage unaffiliated money managers for specialized mandates, pursues sector weighting and tax‑harvesting actions when appropriate, and integrates non‑securities advice and an online estate‑documenting platform into its planning services.
A distinguishing feature is that the firm sponsors a wrap fee program—where advisory and execution costs are bundled and brokerage services are provided through a major custodian—which is relatively uncommon among similar supported firms. The firm also offers ERISA‑focused retirement plan consulting and notes that its principal holds insurance licenses, a relationship disclosed in the brochure as a potential conflict when insurance products are recommended.
Client services
Financial planning
Portfolio management
Pension consulting
Investment consulting services
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for standalone comprehensive financial planning ranging from $3,500 to $20,000 based on client assets
$0 - $500,000: 1.50% $500,001 - $749,999: 1.35% $750,000 - $999,999: 1.20% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $6,999,999: 0.60% $7,000,000+: 0.50%
$350 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual advisory fee for accounts under $500,000 Fee-only: Hourly financial planning fee at $350 per hour; fixed fees for standalone financial plans ranging from $3,500 to $20,000 depending on asset size; hourly fees for consulting services also at $350 per hour
Main office location
Longevity Capital Management
515 Marin Street, Suite 418
Thousand Oaks CA 91360, United States
Number of offices
1
Most active in
Longevity Capital Management has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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