# The London Company of Virginia

> The London Company of Virginia is an SEC-registered investment advisory firm in Richmond, VA, registered since 1994, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 106654
- Filed as: THE LONDON COMPANY OF VIRGINIA
- Legal name: The London Company of Virginia, LLC
- Also doing business as: LONDON CO OF VIRGINIA, THE LONDON COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106654
- AdvisorCensus page: https://advisorcensus.com/firm/the-london-company-of-virginia-richmond-va-106654

## Quick answers

**How is The London Company of Virginia compensated?**
On its Form ADV (Item 5.E, October 2026), The London Company of Virginia reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The London Company of Virginia located?**
The London Company of Virginia's principal office is in Richmond, VA, according to its Form ADV.

**Is The London Company of Virginia registered with the SEC or a state?**
The London Company of Virginia is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106654.

**How much does The London Company of Virginia manage?**
The London Company of Virginia reports $14,892,294,292 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have The London Company of Virginia's assets and staff changed since 2021?**
In the Form ADV data for The London Company of Virginia: Regulatory assets under management: $13,994,155,568 in the October 2021 data and $14,892,294,292 in the October 2026 data, up 6%. Total employees: 46 in October 2021 and 56 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The London Company of Virginia serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,826); high net worth individuals (736); corporations or other businesses not listed above (389).

**Which custodians does The London Company of Virginia use?**
The London Company of Virginia's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does The London Company of Virginia 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/106654

**What changed in The London Company of Virginia's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 15.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- UBS Financial Services 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: $14,892,294,292
- Discretionary: $14,892,294,292
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,826 | $1,499,584,570 |
| High net worth individuals | 736 | $2,707,626,744 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 7 | $6,981,089,560 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 40 | $1,473,757,632 |
| Charitable organizations | 110 | $468,330,369 |
| State or municipal government entities (including government pension plans) | 12 | $600,006,083 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $33,165,733 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 389 | $1,128,733,601 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1994 (32 years)
- Employees: 56 total, 15 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tlcadvisory.com](https://tlcadvisory.com)
- LinkedIn @THE-LONDON-COMPANY
- X @TLCadvisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $13,994,155,568 | 46 | March 15, 2021 |
| October 2022 | $17,078,806,713 | 46 | March 23, 2022 |
| October 2023 | $14,755,387,190 | 50 | March 22, 2023 |
| October 2024 | $15,615,206,587 | 53 | March 19, 2024 |
| October 2025 | $16,008,686,369 | 51 | March 19, 2025 |
| October 2026 | $14,892,294,292 | 56 | March 23, 2026 |

Regulatory assets under management: $13,994,155,568 in the October 2021 data and $14,892,294,292 in the October 2026 data, up 6%.
Total employees: 46 in October 2021 and 56 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 15.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The London Company of Virginia (CRD 106654): Form ADV filing data as of October 2026.