SourcingSourcing

LONGEVITY CAPITAL MANAGEMENT LLC

A72
CRD 328283·SEC 801-129124·THOUSAND OAKS, CA
AUM
$184.2M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$552K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONGEVITY CAPITAL MANAGEMENT LLC
CRD
328283
SEC file #
801-129124
EIN
—
DBA names
Longevity Capital Management

Economics

AUM
$184.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$160.0M → $184.2M▲ +15%
Client mix
Individuals High Net Worth165
Individuals Other17
Corporations5

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
THOUSAND OAKS CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
longevitycapitalmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCGRAY, TERRI, ANN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCGRAY, TERRI, ANN
MCGRAY, PAUL, JOSEPH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LONGEVITYCAPITALMGMT.COM
Rdap Domain Creation Date
2018-07-17T15:18:34Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
89,818
Form 5500 Compensation Trajectory 3y
202589,818
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
89,818
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3834
Soi Zip Pct 200k Plus
0.1595
Soi Zip Returns 200k Plus
3,250
Soi Zip Total AGI
2,403,496
Fdic Zip Total Deposits
54,661,232,000
Fdic Zip Branch Count
470
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaThousand Oaks, CA
Home Savings of America, FSBThousand Oaks, CA
Fdic Zip HHI
886.7
Fdic Zip Top Bank Share Pct
20.2
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-07-17T15:18:34Z
Rdap Domain Last Changed
2024-07-12T14:39:06Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI54,535
Returns4,610
Stub 2
AGI125,980
Returns3,420
Stub 3
AGI158,121
Returns2,560
Soi Zip Total Business Income
89,713
Soi Zip Total Cap Gains
126,367
Soi Zip Total Dividends
67,033
Soi Zip Total Returns
20,370
Top Owner CRD
1906340
Trust Company Affiliate
No

People (2)

2
MCGRAY, TERRI, ANN
IAR · Direct Owner · 87.5%
1906340
MCGRAY, PAUL, JOSEPH
Direct Owner · 17.5%
7803494