Terri McGray
Longevity Capital Management · Thousand Oaks, California
Terri McGray is a fee-only financial advisor at Longevity Capital Management in Thousand Oaks, California, who holds the CFP credential. Longevity Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Longevity Capital Management |
|---|---|
| Based in | Thousand Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $184.2M across 254 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1906340 |
| Exams passed | Series 63 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.longevitycapitalmgmt.com |
| Profile |
How Terri's firm compares
- Longevity Capital Management's average account is about $725,000, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Terri
Is Terri McGray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terri holds no broker registration, and Longevity Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terri charge for financial advice?
Terri's firm, Longevity Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terri McGray based?
Terri McGray is based in Thousand Oaks, California.
What credentials does Terri McGray hold?
Terri McGray holds the CFP credential.
Is Terri McGray registered with the SEC?
Yes. Terri McGray is registered as an investment adviser representative in CA and TX (CRD 1906340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Longevity Capital Management manage?
Longevity Capital Management reports $184.2M across 254 accounts in assets under management.
How do I contact Terri McGray?
Through Terri's website, www.longevitycapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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