The London Company of Virginia

RIASEC Registered

Total AUM

$14.9B

Discretionary

$14.9B

100% of AUM

Avg account

$2.4M

Accounts

6,122

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 106654
Registered since: June 13, 1994
Website: www.tlcadvisory.com
Custodians: UBS FINANCIAL SERVICES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies46.88%
HNWI18.18%
Individuals10.07%
Pension & Profit Sharing Plans9.9%
Corporations / Businesses7.58%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The London Company of Virginia is an institutional registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 1994) and manages portfolios for both individual and family clients as well as for institutional investors. Its advisory work centers on discretionary portfolio management across individuals/small businesses, investment companies, and businesses or institutions. The firm charges fees as a percentage of assets under management, does not identify as an active ESG investor, and does not operate as a capital allocator.