Asset manager · Richmond, VA
The London Company of Virginia
The London Company of Virginia, LLC · SEC-registered investment adviser · CRD 106654 · SEC 801-46604
At a glance
The London Company of Virginia is an SEC-registered investment adviser based in Richmond, Virginia, with $14.9 billion in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is investment companies, and it reports 5,562 individual clients. By Form ADV it is a asset manager, ranked 421st of 3,218 asset managers and 1,048th of 17,210 SEC-registered advisers by assets.
Main office 804-775-0317tlcadvisory.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $15B
- Rank among asset managers
- #421 of 3,218
- Rank among all SEC RIAs
- #1,048 of 17,210
- Rank in Virginia
- #9 of 300
- Individual clients
- 5,562
- High-net-worth clients
- 736
- Accounts
- 6,122
- Discretionary
- 100% of AUM
- Employees
- 56
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Stephen M. GoddardFounder, Chairman, Chief Investment Officer
- Jonathan T MoodyPrincipal/portfolio Manager
- Andrew J. WetzelChief Compliance Officer, Principal
- Melissa A CarlucciChief Operating Officer, Principal
- Mae H MorganChief Financial Officer
- Stephen C. OwenChief Executive Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 7 | $7.0B | 47% |
| High-net-worth individuals | 736 | $2.7B | 18% |
| Individuals | 4,826 | $1.5B | 10% |
| Pension and profit sharing plans | 40 | $1.5B | 10% |
| Corporations or other businesses | 389 | $1.1B | 8% |
| State or municipal government entities | 12 | $600M | 4% |
| Charitable organizations | 110 | $468M | 3% |
| Insurance companies | 2 | $33M | <1% |
Disciplinary disclosures
The London Company of Virginia reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗tlcadvisory.com ↗
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The full record on The London Company of Virginia
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 476 peers of its type and size
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- Main office, fax and compliance officer
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Background
Questions
How much does The London Company of Virginia manage?
The London Company of Virginia reports $14.9 billion in regulatory assets under management across 6,122 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is The London Company of Virginia?
The London Company of Virginia is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are The London Company of Virginia’s clients?
By assets, its largest client types are investment companies ($7.0 billion, 7 clients); high-net-worth individuals ($2.7 billion, 736 clients); individuals ($1.5 billion, 4,826 clients).
Does The London Company of Virginia have any disciplinary history?
The London Company of Virginia reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The London Company of Virginia’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →