{
  "crd_number": 328283,
  "slug": "longevity-capital-management-thousand-oaks-ca-328283",
  "primary_business_name": "LONGEVITY CAPITAL MANAGEMENT",
  "legal_name": "LONGEVITY CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Thousand Oaks",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "37100",
  "metro": {
    "cbsa_code": "37100",
    "common_name": "Oxnard",
    "msa_name": "Oxnard-Thousand Oaks-Ventura, CA",
    "path": "/advisors/ca/oxnard"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-03",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 184155472.0,
  "raum_discretionary": 172769796.0,
  "raum_non_discretionary": 11385676.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 16592484.0,
      "count": 17
    },
    "pension_profit_sharing": {
      "raum": 42682120.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 124663751.0,
      "count": 165
    },
    "corporations_other_businesses": {
      "raum": 217117.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=100063497441326",
    "https://longevitycapitalmgmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328283",
  "city_as_filed": "THOUSAND OAKS",
  "url": "https://advisorcensus.com/firm/longevity-capital-management-thousand-oaks-ca-328283",
  "display_name": "Longevity Capital Management",
  "summary": "Longevity Capital Management is an SEC-registered investment advisory firm in Thousand Oaks, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Longevity Capital Management (CRD 328283): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Longevity Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Longevity Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Longevity Capital Management located?",
      "a": "Longevity Capital Management's principal office is in Thousand Oaks, CA, according to its Form ADV."
    },
    {
      "q": "Is Longevity Capital Management registered with the SEC or a state?",
      "a": "Longevity Capital Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328283."
    },
    {
      "q": "How much does Longevity Capital Management manage?",
      "a": "Longevity Capital Management reports $184,155,472 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (94% discretionary)."
    },
    {
      "q": "How have Longevity Capital Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Longevity Capital Management: Regulatory assets under management: $119,345,664 in the October 2024 data and $184,155,472 in the October 2026 data, up 54%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Longevity Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (165); individuals (other than high net worth individuals) (17); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Longevity Capital Management use?",
      "a": "Longevity Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Longevity Capital Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328283"
    },
    {
      "q": "Does Longevity Capital Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"The Firm’s cumulative minimum account requirement for opening and maintaining an account is $500,000. However, based on facts and circumstances the Firm may, at its sole discretion, accept accounts with a lower value.\""
    },
    {
      "q": "What changed in Longevity Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $159,955,586 to $184,155,472 (+15%). Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 119345664.0,
      "total_employees": 2,
      "filing_date": "2024-06-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 159955586.0,
      "total_employees": 3,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 184155472.0,
      "total_employees": 3,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $159,955,586 to $184,155,472 (+15%).",
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm’s cumulative minimum account requirement for opening and maintaining an account is $500,000.  However, based on facts and circumstances the Firm may, at its sole discretion, accept accounts with a lower value."
        ]
      }
    ],
    "quotes": [
      "The Firm’s cumulative minimum account requirement for opening and maintaining an account is $500,000.  However, based on facts and circumstances the Firm may, at its sole discretion, accept accounts with a lower value."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/longevity-capital-management-thousand-oaks-ca-328283.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 16592484.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 165,
      "fewer_than_5": false,
      "raum": 124663751.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 42682120.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 217117.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328283",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}