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Long RUN Financial, LTD

Long RUN Financial, LTD. CRD 145077

Long RUN Financial, LTD logo

CRD: 145077

Long RUN Financial, LTD

$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Altruist · Morgan Stanley · Truist Bank
Clients
Retail
Established Date
09-11-2007
Office Locations
1

Office Locations

-- Frankfort IL

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.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $584.3K in reported AUM per client.

The profile lists 1 reported office location and 18 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

42 AVG AGE
$14.0M AVG AUM / ADVISOR
$584.3K AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age

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Available data coverage

  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

DENNIS C GRAVITT

DENNIS C GRAVITT

Chief Compliance Officer, Owner, President

CRD
#4962017
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

SMA allocation detail is available

Long RUN Financial, LTD has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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