Longevity Capital Management
SEC RegisteredRetire with Confidence. Your Goal. Our Purpose.
About the firm
Longevity Capital Management LLC is a fiduciary asset management and comprehensive financial planning firm based in Thousand Oaks, CA. They strive for the longevity and sustainability of clients' financial well-being, offering a personalized process to make clients' goals and priorities their most important focus.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, fiduciary asset management, employer retirement plan support (including 401(k) fiduciary support, cost efficiency, and employee retirement education), and insurance guidance.
Who they serve
Busy people who don't have time for bad decisions or solutions that are just 'good enough,' including CPAs, professionals, and women.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 17 | $17M |
| High Net Worth Individuals | 165 | $125M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Longevity Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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