L
CRD: 166016
Longest & Young, LLC
Knoxville, TN, 37922
8652403259
$18.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
2 Employees
104 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2012
- Office Locations
- 1
Office Locations
117 Center Park Dr. Suite 201 Knoxville TN
About Longest & Young, LLC
Longest & Young, LLC is a Knoxville-based RIA. The firm has been operating for 13 years. Managing $18.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Empower. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
54 AVG AGE
$9.4M AVG AUM / ADVISOR
$180.9K AVG AUM / CLIENT
7.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Unison legacy
Client Personas
Atlas
Investment Themes
Vector unison
Investment Vehicles
Horizon
Services
Capital focus Frontier Atlas Optima oak Crest legacy
Owner & Executives
J
JAMES BRIAN LONGEST
Managing Member, Owner
- CRD
- #5790875
- Ownership
- 50% but less than 75%
(445) 761-7602
pathway.bridge@vertexcapital.com
in linkedin.com/in/glacier-atlas
P
Patrick John Young
Chief Compliance Officer, Managing Member
- CRD
- #2037653
- Ownership
- 50% but less than 75%
(236) 841-5678
element.frontier@capitalcapital.com
in linkedin.com/in/pathway-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,841,140 | -- |
| Non-Discretionary | $3,977,340 | -- |
| Total | $18,818,480 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,818,480
Other:
27.5% Equity - Exchange:
15.0% Public Funds:
25.4% Cash:
13.5% Corporate - Investment Grade:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,992,058,495 | 27.5% |
| Equity - Exchange | $1,086,577,361 | 15.0% |
| Public Funds | $1,839,937,665 | 25.4% |
| Cash | $977,919,625 | 13.5% |
| Corporate - Investment Grade | $1,347,355,928 | 18.6% |
| Total | $7,243,849,074 | 100.0% |