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 SEC-registered investment advisory firm formed in 1994 and organized as an LLC. It serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory work is centered on portfolio management across client types — individuals and small businesses, investment companies, and other businesses or institutional mandates. The firm reports that it is not an active ESG investor and does not identify itself as a multi-state adviser in its filings. Ownership is a mix of a domestic entity and individual ownership.
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 Goddard
Founder, Chairman, CIO, and Lead Portfolio ManagerCRD 1513350
Melissa Carlucci
Principal & Chief Operating OfficerCRD 5260256
Mae Debruin
Principal, CFOCRD 7242014
Contacts
3 of 27
Laura Gardner
Portfolio SpecialistCRD 4321886
Robert Wainscott
Principal, Client & Business DevelopmentCRD 4492949
Colin Kelly
Senior Research AnalystCRD 5375051
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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