Longevity Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
Longevity Capital Management reports 187 clients. They include 165 high-net-worth individuals, 17 individual clients, and 5 corporations and other businesses. Of its assets, 93.8% ($173M across 238 accounts) are managed with discretion; $11.4M across 16 accounts are not. A wrap fee program the firm both sponsors and manages holds $117M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 9% | 9% |
| High-net-worth individuals | 88% | 68% |
| Pension and profit-sharing plans | Fewer than 5 | 23% |
| Corporations and other businesses | 3% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 17 | $16.6M | 9.0% | $976K |
| High-net-worth individuals | 165 | $125M | 67.7% | $756K |
| Pension and profit-sharing plans | Fewer than 5 | $42.7M | 23.2% | — |
| Corporations and other businesses | 5 | $217K | 0.1% | $43.4K |
| Total | 187 | $184M | 100% | — |
- Clients
- 17
- Regulatory AUM
- $16.6M
- AUM share
- 9.0%
- Avg. per client
- $976K
- Clients
- 165
- Regulatory AUM
- $125M
- AUM share
- 67.7%
- Avg. per client
- $756K
- Clients
- Fewer than 5
- Regulatory AUM
- $42.7M
- AUM share
- 23.2%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $217K
- AUM share
- 0.1%
- Avg. per client
- $43.4K
Total
- Clients
- 187
- Regulatory AUM
- $184M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Longevity Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Hourly financial planning is billed at $350 an hour, generally $350 to $14,000; standalone comprehensive planning is a fixed fee of $3,500 to $20,000 by asset level.
- Investment consulting
- Investment consulting services are billed hourly at $350, non-negotiable.
- Qualified retirement plan consulting
- Plan sponsors pay an annual consulting fee of up to 0.75% of plan assets, payable monthly or quarterly and negotiable.
Terri McGray owns 75% or more of Longevity Capital Management. The leadership team of Longevity Capital Management includes President Terri McGray. It has 3 employees, 1 of them in advisory roles.
Leadership
Terri McGrayPresident, Wealth Manager, and Chief Compliance Officer- Paul McGrayMember
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Longevity Capital Management LLC
Terri McGray
Control person · since August 2018
- Owns 10% to 25% of Longevity Capital Management LLC
Paul McGray
since August 2018
Longevity Capital Management’s regulatory assets grew 1.5× from $119M (June 2024) to $184M (March 2026); clients rose from 143 to 187 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $184M | 187 | 3 | 1 |
| March 2025 | $160M | 177 | 3 | 1 |
| June 2024 | $119M | 143 | 2 | 1 |
Besides its headquarters, Longevity Capital Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 515 Marin Street, Suite 418, Thousand OaksHQ
Contact and registration details
- Legal name
- Longevity Capital Management LLC
- Headquarters
- 515 Marin Street, Suite 418, Thousand Oaks, CA 91360
- Website
- longevitycapitalmgmt.com
- Phone
- 805-917-6771
- SEC file
- 801-129124
- Structure
- California LLC
- Fiscal year end
- December
Longevity Capital Management uses Charles Schwab ($141M) as custodian for its separately managed accounts. Longevity Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $141M100%
At year end, Longevity Capital Management’s separately managed accounts were mostly in stocks (83%).
What the accounts hold
- Stocks83%
- Exchange-traded equities81%
- Non-exchange-traded equities2%
- Bonds7%
- High-yield corporate bonds3%
- State and local bonds2%
- Investment grade corporate bonds2%
- Cash8%
- Other3%
- Structured notes3%
How many clients does Longevity Capital Management have?
Longevity Capital Management has 187 clients and manages $184 million for them, as of March 2026. They include 165 high-net-worth individuals, 17 individual clients, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Longevity Capital Management offer?
Longevity Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Longevity Capital Management use?
Longevity Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $141M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Longevity Capital Management have?
Longevity Capital Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Longevity Capital Management invest in?
At the end of its last fiscal year, Longevity Capital Management’s separately managed accounts held 81% exchange-traded equities, 8% cash and equivalents, 3% high-yield corporate bonds, 3% other, 2% non-exchange-traded equities, 2% state and local bonds and 2% investment grade corporate bonds. The 3% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Longevity Capital Management?
Longevity Capital Management’s direct owners are Terri McGray (75% or more) and Paul McGray (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Longevity Capital Management get paid?
Longevity Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Longevity Capital Management?
Longevity Capital Management’s main office is at 515 Marin Street, Suite 418, Thousand Oaks, CA 91360. Its phone number is 805-917-6771. Its website is longevitycapitalmgmt.com.