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- Custodian
- Altruist · Morgan Stanley · Truist Bank
- Clients
- Retail
- Platforms
- Alpha pioneerGlacier eagle +more
- Established Date
- 09-11-2007
- Office Locations
- 1
Office Locations
About Long RUN Financial, LTD
Long Run Financial, Ltd is a Frankfort, IL RIA led by Dennis Gravitt (AFC, CFP) providing investment management and financial planning for retail investors. The firm emphasizes a hand-selected dividend-paying company strategy, arranged into market-neutral portfolios to reduce risk and target a predictable income stream, with optional dividend reinvestment for growth. Differentiator: apples-to-apples portfolio reviews using back-testing software; custody includes Altruist.
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Owner & Executives
DENNIS C GRAVITT
Chief Compliance Officer, Owner, President
- CRD
- #4962017
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,023,415 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,023,415 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,023,415
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,476,311,387 | 40.4% |
| Cash | $1,599,795,228 | 26.1% |
| Municipal Bonds | $2,053,377,017 | 33.5% |
| Total | $6,129,483,632 | 100.0% |