London Co Of Virginia (Richmond)

London Co Of Virginia is a large advisory firm based in Richmond. It manages $2.53 billion of regulatory assets for 2,855 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

London Co Of Virginia provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

London Co Of Virginia: assets under management

The assets under management (AUM) of London Co Of Virginia is $2.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1239% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.53 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $886.02 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay London Co Of Virginia for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at London Co Of Virginia

Stephen Mccarthy Goddard has been acting as President since 1 Mar 1994. Jonathan T Moody joined the executive team most recently as the Principal/Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Mccarthy Goddard	President	1 Mar 1994	75% - 100%	1513350
Patricia Dann Loyde	Chief compliance officer	1 Sep 2004	Other	4578561
Louise Mary Swartz	Chief compliance officer	1 Mar 2007	Other	5304309
Louise Mary Bald	Chief compliance officer	1 Mar 2007	Other	5304309
Jonathan T Moody	Portfolio manager/director of research	1 Jun 2010	Other	3274170
Carolyn Osburn Maloney	Chief compliance officer	1 Dec 2010	Other	2581412
Andrew James Wetzel	Chief compliance officer	1 Jan 2012	Other	4758516
Stephen Mccarthy Goddard	Director and chief executive officer	1 May 2012	Other	1513350
Jonathan T Moody	Principal/portfolio manager	1 May 2012	Other	3274170
Andrew James Wetzel	Chief compliance officer	1 May 2012	Other	4758516
Lp Lpc London	Member	1 May 2012	Other	45-4929766
Llc Tlc Holdings	Member	1 May 2012	75% - 100%	54-1703318

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Lpc London Gp	General partner	1 May 2012	Other	45-4929421

Based in Richmond

The principal office where London Co Of Virginia performs its advisory services is located at 1801 Bayberry Court, Suite 301, Richmond, VA 23226, which is also the mailing address of the firm. An additional office of the firm is in Columbia, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-775-0317 or by fax 804-649-9447. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.