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LONGEVITY CAPITAL MANAGEMENT

THOUSAND OAKS, CA · CRD 328283 · IAPD ↗ · longevitycapitalmgmt.com · 805-917-6771

$184.2MRegulatory AUM
1Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — LONGEVITY CAPITAL MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — LONGEVITY CAPITAL MANAGEMENT reported RAUM up 34% ($119.3M -> $160.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
May 2024 — LONGEVITY CAPITAL MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
61
April 2024 — LONGEVITY CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.