The London Company of Virginia
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5
Stephen Owen
Principal and Chief Executive OfficerCRD 4598917
Andrew Wetzel
Principal And Chief Compliance OfficerCRD 4758516
Stephen Goddard
Founder, Chairman, CIO, and Lead Portfolio ManagerCRD 1513350
Contacts
3 of 28
Thomas Mcknight
Principal Client Portfolio ManagerCRD 5180552
Andrew Goodenough
Business DevelopmentCRD 5293880
Laura Gardner
Portfolio SpecialistCRD 4321886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$40M in ETFs
100%
$40M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $18.1M | 235,309 | 45.37% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 1800 Bayberry Ct
- Time zone
- ET (UTC-5)
- Office locations
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