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- Custodian
- Altruist · Morgan Stanley · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
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
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Long RUN Financial, LTD record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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.