L
CRD: 328283
Longevity Capital Management
$184.2M Total AUM
$172.8M Disc. AUM
-- 3Y CAGR
3 Employees
187 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian horizon
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
515 Marin Street Suite 418 Thousand Oaks CA
About Longevity Capital Management
Longevity Capital Management LLC is an SEC-registered RIA providing comprehensive financial planning, retirement planning, and fiduciary, custom active portfolio management for busy professionals, women, and CPAs. The firm also supports 401(k) plan sponsors with fiduciary guidance, plan cost-efficiency work, and its Employee Retirement University education program, with Schwab access available for clients.
Team overview
-- AVG AGE
$184.2M AVG AUM / ADVISOR
$984.8K AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Delta harbor Horizon timber
Custodian
Optima Delta Pathway vertex
Investment Themes
Crest Momentum insight Crest frontier Vital
Investment Vehicles
Vector
Platform
Radial North
Services
Signal Horizon Atlas glacier Optima harbor Vector Vertex north Fusion
Technology
Legacy summit
Owner & Executives
TERRI ANN MCGRAY
Chief Compliance Officer, President, WEALTH MANAGER
- CRD
- #1906340
- Ownership
- 75% or more
(363) 268-5202
bridge.prime@glaciercapital.com
in linkedin.com/in/signal-catalyst
P
PAUL JOSEPH MCGRAY
President
- CRD
- --
- Ownership
- 10% but less than 25%
(411) 222-1549
vertex.insight@radialcapital.com
in linkedin.com/in/zenith-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,769,796 | $725,924 |
| Non-Discretionary | $11,385,676 | $711,605 |
| Total | $184,155,472 | $725,022 |
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Separately Managed Accounts
Total SMA Asset: $184,155,472
Equity - Exchange:
14.3% Cash:
4.2% Corporate - Non-Investment Grade:
23.9% Other:
12.1% Corporate - Investment Grade:
21.5% Equity - OTC:
15.8% Municipal Bonds:
8.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $941,900,770 | 14.3% |
| Cash | $276,642,184 | 4.2% |
| Corporate - Non-Investment Grade | $1,574,225,763 | 23.9% |
| Other | $796,992,960 | 12.1% |
| Corporate - Investment Grade | $1,416,144,515 | 21.5% |
| Equity - OTC | $1,040,701,550 | 15.8% |
| Municipal Bonds | $540,110,932 | 8.2% |
| Total | $6,586,718,674 | 100.0% |