LONGEVITY CAPITAL MANAGEMENT

Overview

Longevity Capital Management is an independent Registered Investment Adviser structured as an LLC and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, allowing flexibility for different client engagement types. Investment activity tilts strongly toward equities, with a clear preference for exchange-traded instruments. The firm is not an active ESG investor, is not set up as a capital allocator, and operates under individual ownership. The advisory platform is built to support discretionary portfolio management (the overwhelming majority of assets) while also maintaining a smaller non-discretionary practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices