{"url":"https://nivawealth.com/firms/the-london-company-of-virginia-106654","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106654","regulatoryAum":14892294292,"crd":"106654","secFileNumber":"801-46604","legalName":"The London Company of Virginia, LLC","displayName":"The London Company of Virginia","website":null,"linkedinUrl":"https://www.linkedin.com/company/the-london-company/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1800 Bayberry Court, Suite 301","city":"Richmond","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23226"},"tradeNames":["London Co of Virginia","The London Company"],"registration":{"secApproved":"13 June 1994","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":56,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":14892294292,"discretionaryAccounts":6122,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":3050306267,"nonUsClientsPct":1,"nonAumClients":33},"clientTypes":[{"label":"Individuals (other than HNW)","clients":4826,"regulatoryAum":1499584570},{"label":"High-net-worth individuals","clients":736,"regulatoryAum":2707626744},{"label":"Investment companies","clients":7,"regulatoryAum":6981089560},{"label":"Pension and profit-sharing plans","clients":40,"regulatoryAum":1473757632},{"label":"Charitable organizations","clients":110,"regulatoryAum":468330369},{"label":"State or municipal government entities","clients":12,"regulatoryAum":600006083},{"label":"Insurance companies","clients":2,"regulatoryAum":33165733},{"label":"Corporations and other businesses","clients":389,"regulatoryAum":1128733601}],"fees":[],"feeNotes":[],"custodians":[{"name":"UBS Financial Services Inc.","shortName":"UBS Financial Services","location":"Weehawken, NJ","smaAssets":2956669087},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":1132033316}],"custodyNote":"The London Company of Virginia does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Stephen Owen","title":"Chief Executive Officer","crd":"4598917"},{"name":"Mae Morgan","title":"Chief Financial Officer","crd":"7242014"},{"name":"Melissa Carlucci","title":"Chief Operating Officer, Principal","crd":"5260256"},{"name":"Andrew Wetzel","title":"Chief Compliance Officer, Principal","crd":"4758516"},{"name":"Stephen Goddard","title":"Founder, Chairman, Chief Investment Officer","crd":"1513350"},{"name":"Jonathan Moody","title":"Principal/Portfolio Manager","crd":"3274170"}],"ownership":[{"label":"LPC London, LP","detail":"Member in the 10% to 25% ownership band, since May 2012."},{"label":"TLC Holdings, LLC","detail":"Member in the 50% to 75% ownership band and a control person, since May 2012."},{"label":"The London Company of Virginia Employee Holding Company, LLC","detail":"Member in the 10% to 25% ownership band, since December 2019."},{"label":"LPC London GP, LLC","detail":"Indirect owner: general partner of LPC London, LP, since May 2012.","parent":"LPC London, LP"},{"label":"Stephen Goddard","detail":"Indirect owner: a director, trustee of one family trust of TLC Holdings, LLC in the 75% or more band and a control person, since October 2015.","parent":"TLC Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"1800 Bayberry Court, Suite 301","city":"Richmond","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"804-775-0317","stateRegisteredReps":30,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106654/PDF/106654.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The London Company of Virginia have?","answer":"The London Company of Virginia has 6,122 clients and manages $14.9 billion for them, as of March 2026. They include 4,826 other individuals, 736 high-net-worth individuals and 389 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The London Company of Virginia offer?","answer":"The London Company of Virginia provides portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does The London Company of Virginia use?","answer":"The London Company of Virginia’s separately managed account assets are held at UBS Financial Services Inc. (Weehawken, NJ), with $2,956,669,087 and Charles Schwab & Co., Inc. (San Francisco, CA), with $1,132,033,316. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The London Company of Virginia have?","answer":"The London Company of Virginia has 30 investment adviser representatives registered with state securities authorities, out of 56 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The London Company of Virginia invest in?","answer":"At the end of its last fiscal year, The London Company of Virginia’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The London Company of Virginia?","answer":"The London Company of Virginia is owned through holding companies by Stephen Goddard. Its direct owners are LPC London, LP (10% to 25%), TLC Holdings, LLC (50% to 75%) and the London Company of Virginia Employee Holding Company, LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The London Company of Virginia get paid?","answer":"The London Company of Virginia is paid through a percentage of assets under management. 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