RIA Intelligence

LONGEVITY CAPITAL MANAGEMENT LLC

Legal name: LONGEVITY CAPITAL MANAGEMENT

CRD #328283 SEC #801-129124 THOUSAND OAKS, CA 805-917-6771
SEC Registered
Total AUM
$160M
Discretionary
$150.9M
Employees
3
Clients
11
Accounts
177

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 20, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCGRAY, TERRI, ANNIPRESIDENT, WEALTH MANAGER, AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, ANNIPRESIDENT, WEALTH MANAGER, AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, ANNIPRESIDENT, WEALTH MANAGER, AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, ANNIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, ANNIPRESIDENT, WEALTH MANAGER, AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, ANNIPRESIDENT, WEALTH MANAGER, AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, ANNIPRESIDENT, WEALTH MANAGER, AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, ANNIPRESIDENT, WEALTH MANAGER, AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, ANNIPRESIDENT, WEALTH MANAGER, AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, AnnIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, TERRI, AnnIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MCGRAY, PAULIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB
MCGRAY, PAUL, JOSEPHIMEMBERB

Registrations

Federal

IA
Nov 20, 2025 REGISTERED

Notice Filings (5)

CA CO NE NH TX

Address

515 MARIN STREET
SUITE 418
THOUSAND OAKS, CA 91360
United States
Phone: 805-917-6771