# Longevity Capital Management

> 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.

- CRD: 328283
- Filed as: LONGEVITY CAPITAL MANAGEMENT
- Legal name: Longevity Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Thousand Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328283
- AdvisorCensus page: https://advisorcensus.com/firm/longevity-capital-management-thousand-oaks-ca-328283

## Quick answers

**How is Longevity Capital Management compensated?**
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).

**How much does Longevity Capital Management charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $350 an hour (standalone Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Longevity Capital Management located?**
Longevity Capital Management's principal office is in Thousand Oaks, CA, according to its Form ADV.

**Is Longevity Capital Management registered with the SEC or a state?**
Longevity Capital Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328283.

**How much does Longevity Capital Management manage?**
Longevity Capital Management reports $184,155,472 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (94% discretionary).

**How have Longevity Capital Management's assets and staff changed since 2024?**
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.

**What types of clients does Longevity Capital Management serve?**
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).

**Which custodians does Longevity Capital Management use?**
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.

**Does Longevity Capital Management report any disciplinary disclosures?**
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

**Does Longevity Capital Management state an account minimum?**
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."

**What changed in Longevity Capital Management's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $350 an hour (standalone Financial Planning Services)

> The Firm’s hourly fee will be billed at a rate of $350 per hour. The Firm’s hourly fee rate is non -negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $184,155,472
- Discretionary: $172,769,796
- Non-discretionary: $11,385,676

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $16,592,484 |
| High net worth individuals | 165 | $124,663,751 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $42,682,120 |
| Corporations or other businesses not listed above | 5 | $217,117 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- longevitycapitalmgmt.com
- Facebook facebook.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $119,345,664 | 2 | June 5, 2024 |
| October 2025 | $159,955,586 | 3 | March 27, 2025 |
| October 2026 | $184,155,472 | 3 | March 5, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $159,955,586 to $184,155,472 (+15%).
- Registered or notice-filed in AZ.

### January 2026
- No longer registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longevity Capital Management (CRD 328283): Form ADV filing data as of October 2026.