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 adviser organized as an LLC and conducting fee-based portfolio management primarily for individuals, families and institutional clients. Registered since 1994, the firm charges a percentage-of-AUM fee and focuses on discretionary portfolio management for private clients, pooled investment vehicles and institutions. It does not identify itself as an active ESG investor and is not listed as a multi-state adviser in the provided snapshot.
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 5STEPHEN GODDARD
Founder, Chairman, CIO, and Lead Portfolio ManagerCRD 1513350
MELISSA CARLUCCI
Principal & Chief Operating OfficerCRD 5260256
MAE DEBRUIN
Principal, CFOCRD 7242014
Contacts
3 of 27LAURA GARDNER
Portfolio SpecialistCRD 4321886
ROBERT WAINSCOTT
Principal, Client & Business DevelopmentCRD 4492949
COLIN KELLY
Investment AnalystCRD 5375051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$49.2M in ETFs
100%
$49.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.1M | 36,908 | 49.06% |
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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