This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-19-1997
- Office Locations
- 1
Office Locations
About Long Family Office
Long Family Office is a Wilmington, NC registered investment adviser providing financial planning and investment management, with added support around insurance and business-succession needs. Portfolios are predominantly ETF-based alongside mutual funds, with smaller allocations to cash and municipal bonds; the firm also notes interest in areas like digital assets, real estate, and fixed income. Custodies primarily with Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Geographic Focus
Industry Interests
Investment Themes
Investment Vehicles
Services
Owner & Executives
RANDY MARK LONG
Branch Manager, President
- CRD
- #1161624
- Ownership
- 75% or more
ELLEN RACHEL LONG
Chief Compliance Officer
- CRD
- #6319305
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
RANDY MARK LONG
Branch Manager, President
- CRD
- #1161624
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,953,034 | $245,420 |
| Non-Discretionary | $265,851 | $10,485 |
| Total | $50,218,885 | $230,930 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $50,218,885
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $933,260,111 | 42.0% |
| Public Funds | $435,521,385 | 19.6% |
| Cash | $322,196,943 | 14.5% |
| Municipal Bonds | $531,069,444 | 23.9% |
| Total | $2,222,047,883 | 100.0% |