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The London Company of Virginia

Updated today

Client AUM

$4,207,211,314

Clients

5,562

Advisors

31

across 6 offices

About

The London Company of Virginia provides discretionary portfolio management to both individual and institutional clients through separately managed accounts, sub‑advisory relationships, wrap programs, model portfolios, and by serving as investment manager for collective investment trusts and as sub‑adviser to mutual funds and ETFs. The firm manages roughly $14.9 billion in discretionary assets and serves about 5,562 clients through a team of approximately 30 investment professionals.

The firm follows a conservative, long‑term, bottom‑up equity approach that emphasizes cash return on tangible capital, free cash flow and downside protection. Investment decisions are driven by a proprietary balance‑sheet optimization model, quantitative screening and fundamental analysis, and implemented via relatively concentrated, low‑turnover strategies with explicit sector and position limits and a documented sell discipline.

Noteworthy features relative to many peers include a high client‑to‑advisor ratio and substantial assets managed by a comparatively small investment team, which can affect the degree of direct advisor interaction. The firm relies on percentage‑of‑assets compensation rather than fixed‑fee arrangements and operates in multiple intermediary roles where it frequently provides model advice without direct contact with the underlying investors.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

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Fee options

Percentage

$0 - $50,000,000: 0.75% $50,000,001 - $100,000,000: 0.65% $100,000,001+: 0.60%

Other

Account minimum: $10,000,000

Main office

See office

1800 Bayberry Court, Suite 301

Richmond VA 23226

Advisors at this office

26

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin

Also doing business as

Goddard Capital Management · London Co Of Virginia · The London Company · The London Company Of Virginia · The London Company Of Virginia, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James C

CFA®

Richmond, VA

The London Company of Virginia

James Campbell is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at The London Company of Virginia since 2010. He is based in Richmond, VA, and has been with the firm for 16 years. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, and institutional investors through various strategies focused on downside protection and risk-controlled equity selection.

Active portfolio management Concentrated stock management
user avatar

Colin K

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Colin Kelly is a CFA® charterholder with six years of industry experience, currently serving as an advisor at The London Company of Virginia since 2026. He previously worked at Curi RMB Capital LLC, Curi Capital, and KDI Capital Partners, LLC. Outside of his advisory role, Kelly volunteers as an Investment Committee Member for the YMCA of the Triangle Area. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients. The firm employs a conservative, long-term, bottom-up equity approach emphasizing cash return on tangible capital and downside protection, using a proprietary balance-sheet optimization model alongside quantitative and fundamental analysis.

Active portfolio management Concentrated stock management
user avatar

Charles P

CFA®

Richmond, VA

The London Company of Virginia

Charles Perkins is a CFA® charterholder based in Richmond, VA, with six years of industry experience. He has been with The London Company of Virginia since 2019, with prior roles at PlusTick Partners and the University of Virginia Darden School of Business. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach that combines quantitative screening with fundamental analysis and emphasizes downside protection.

Active portfolio management Concentrated stock management
user avatar

Robert W

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Robert Wainscott is a financial advisor with The London Company of Virginia, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with The London Company of Virginia since 2014. Outside of his advisory role, he is a member of Posey LLC, a non-investment-related business. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutions. The firm employs a conservative, bottom-up equity process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and extensive intermediary distribution.

Active portfolio management Concentrated stock management
user avatar

Andrew W

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Andrew Wetzel is a financial advisor at The London Company of Virginia with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and other institutional investors using a conservative, bottom-up equity process focused on downside protection and risk-controlled strategies.

Active portfolio management Concentrated stock management
user avatar

Torey P

CFA®, Series 63, Series 65

Dallas, TX

The London Company of Virginia

Torey Pellegrini is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2023. His prior roles include positions at Amundi Distributor US, Inc., Harbor Capital Advisors, Harbor Funds Distributors, and Pioneer Investment Management USA, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors using a conservative, bottom-up equity process focused on downside protection.

Active portfolio management Concentrated stock management
user avatar

Christopher H

CFA®

Richmond, VA

The London Company of Virginia

Christopher Harper is a CFA® charterholder with six years of experience at The London Company of Virginia. He has worked exclusively at the firm since 2014. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients using a conservative, long-term, bottom-up equity approach that incorporates quantitative screening and fundamental analysis. The firm delivers portfolio management through separately managed accounts, sub-advisory roles, and collective investment vehicles.

Active portfolio management Concentrated stock management
user avatar

Michael L

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Michael Lanotte is a financial advisor at The London Company of Virginia with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

Active portfolio management Concentrated stock management
user avatar

Andrew G

Series 66

Ada, MI

The London Company of Virginia

Andrew Goodenough is a financial advisor at The London Company of Virginia with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Advisors Asset Management, Inc. and Guggenheim Investments. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles. The firm manages approximately $14.9 billion in assets, employing a conservative, long-term, bottom-up equity approach that emphasizes balance-sheet optimization, fundamental analysis, and downside protection.

Active portfolio management Concentrated stock management
user avatar

Pranay L

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Pranay Laharia is a CFA® charterholder with eight years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2026. Prior to this, he spent 13 years at Barrow Hanley Global Investors. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various channels including separately managed accounts and sub-advisory relationships. The firm employs a conservative, long-term, bottom-up equity strategy focused on cash return on tangible capital, free cash flow, and downside protection.

Active portfolio management Concentrated stock management
user avatar

Amy H

Series 65

Richmond, VA

The London Company of Virginia

Amy Hogg is a financial advisor at The London Company of Virginia with a Series 65 credential. She has one year of industry experience, including a year at JP Morgan Chase prior to joining her current firm. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various vehicles, including separately managed accounts and sub-advisory roles. The firm manages approximately $14.9 billion in assets and employs a conservative, long-term equity investment approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Active portfolio management Concentrated stock management
user avatar

Wanxiuyuan W

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Wanxiuyuan Wang is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. She has been with The London Company of Virginia since 2018 and previously worked at SunTrust Robinson Humphrey from 2016 to 2018. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of platforms, managing approximately $14.9 billion in assets. The firm employs a conservative, bottom-up equity investment approach that emphasizes cash return on tangible capital, free cash flow, and downside protection.

Active portfolio management Concentrated stock management
user avatar

Alan A

CFA®, Series 63, Series 65

Tampa, FL

The London Company of Virginia

Alan Ashworth is a CFA® charterholder with 35 years of experience in the investment industry. He has been with The London Company of Virginia since 2016 and previously worked at Great Lakes Advisors, LLC, Advanced Investment Partners, and Thompson Siegel & Walmsley LLC. The London Company of Virginia manages approximately $14.9 billion in discretionary assets, serving individual and institutional clients through a variety of portfolio management strategies. The firm employs a conservative, long-term equity approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Active portfolio management Concentrated stock management
user avatar

Samuel H

CFA®

Richmond, VA

The London Company of Virginia

Samuel Hutchings is a CFA® charterholder with 10 years of industry experience. He has been with The London Company of Virginia since 2015. The London Company of Virginia is an independent SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

Active portfolio management Concentrated stock management
user avatar

David B

Series 65

Richmond, VA

The London Company of Virginia

David Brooks is a financial advisor at The London Company of Virginia with six years of industry experience. He holds a Series 65 designation and has worked at The London Company of Virginia since 2019. His prior experience includes positions at Luminex Trading & Analytics LLC and The Boston Company Asset Management LLC. The London Company of Virginia manages approximately $14.9 billion in discretionary assets, serving individual and institutional clients through various investment vehicles. The firm employs a conservative, long-term, bottom-up equity approach driven by proprietary balance-sheet optimization, quantitative screening, and fundamental analysis.

Active portfolio management Concentrated stock management
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