Longevity Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$141,256,235
Clients
182
Advisors
1
of 3 employees
About
Longevity Capital Management provides fee-based investment management, comprehensive financial planning, qualified retirement plan consulting, and project-based investment consulting to private individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, and plan sponsors. The firm serves a relatively small client base through a compact advisory team and offers both standalone planning and combined advisory arrangements for clients who consolidate assets.
The firm applies a tactical allocation strategy across discretionary and non‑discretionary mandates, employing listed equities, fixed income, mutual funds, options, structured notes, and cash positions used at times as a hedge. It may engage unaffiliated money managers for specialized mandates, pursues sector weighting and tax‑harvesting actions when appropriate, and integrates non‑securities advice and an online estate‑documenting platform into its planning services.
A distinguishing feature is that the firm sponsors a wrap fee program—where advisory and execution costs are bundled and brokerage services are provided through a major custodian—which is relatively uncommon among similar supported firms. The firm also offers ERISA‑focused retirement plan consulting and notes that its principal holds insurance licenses, a relationship disclosed in the brochure as a potential conflict when insurance products are recommended.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for standalone comprehensive financial planning ranging from $3,500 to $20,000 based on client assets
$0 - $500,000: 1.50% $500,001 - $749,999: 1.35% $750,000 - $999,999: 1.20% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $6,999,999: 0.60% $7,000,000+: 0.50%
$350 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual advisory fee for accounts under $500,000 Fee-only: Hourly financial planning fee at $350 per hour; fixed fees for standalone financial plans ranging from $3,500 to $20,000 depending on asset size; hourly fees for consulting services also at $350 per hour
Main office
515 Marin Street, Suite 418
Thousand Oaks CA 91360
Advisors at this office
1
Most active in
Arizona · California · Colorado · Nebraska · Texas
Also doing business as
Longevity Capital Management · Longevity Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")