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The London Company of Virginia

Updated today

Total assets under management

$14,892,294,292

Total clients

5,562

13% high-net worth

Total advisors

30

of 56 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

185

Average account size

$2,677,507

About

The London Company of Virginia provides discretionary portfolio management to both individual and institutional clients through separately managed accounts, sub‑advisory relationships, wrap programs, model portfolios, and by serving as investment manager for collective investment trusts and as sub‑adviser to mutual funds and ETFs. The firm manages roughly $14.9 billion in discretionary assets and serves about 5,562 clients through a team of approximately 30 investment professionals.

The firm follows a conservative, long‑term, bottom‑up equity approach that emphasizes cash return on tangible capital, free cash flow and downside protection. Investment decisions are driven by a proprietary balance‑sheet optimization model, quantitative screening and fundamental analysis, and implemented via relatively concentrated, low‑turnover strategies with explicit sector and position limits and a documented sell discipline.

Noteworthy features relative to many peers include a high client‑to‑advisor ratio and substantial assets managed by a comparatively small investment team, which can affect the degree of direct advisor interaction. The firm relies on percentage‑of‑assets compensation rather than fixed‑fee arrangements and operates in multiple intermediary roles where it frequently provides model advice without direct contact with the underlying investors.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Percentage

$0 - $50,000,000: 0.75% $50,000,001 - $100,000,000: 0.65% $100,000,001+: 0.60%

Other

Account minimum: $10,000,000

Main office location

The London Company of Virginia

1800 Bayberry Court, Suite 301

Richmond VA 23226, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James C

CFA®

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
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John S

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Charles P

CFA®

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Robert W

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Andrew W

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Torey P

CFA®, Series 63, Series 65

Dallas, TX

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Christopher H

CFA®

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Michael L

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Andrew G

Series 66

Ada, MI

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Wanxiuyuan W

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Alan A

CFA®, Series 63, Series 65

Tampa, FL

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Samuel H

CFA®

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

David B

Series 65

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Thomas M

CFA®, Series 66

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
user avatar

Kristy C

Series 65, Series 66

Richmond, VA

The London Company of Virginia

Active portfolio management Concentrated stock management
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