CRD: 145167
SGL Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2006
- Office Locations
- 1
Office Locations
About SGL Investment Advisors, Inc.
SG Long Financial (SGL Investment Advisors) is an employee-owned, independent broker/dealer and RIA based in Missoula, Montana, serving individuals across early career through retirement as well as institutional clients. The firm provides customized financial planning and portfolio construction, including retirement, estate and trust planning. Portfolios lean heavily on ETFs alongside corporate and municipal bonds. Hosts the “Long Thoughts” podcast (Rob Richardson, CFA).
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Accredited Investors
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Owner & Executives
ROBERT GUY ISAAC SEIDENSCHWARZ
DIRECTOR, Investment Advisor
- CRD
- #1011121
- Ownership
- 10% but less than 25%
BRUCE ANTHONY COSTA
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Kelly Ross Brunger
Financial Advisor
- CRD
- #6802145
ZACHARY TYLER CARVALHO
Portfolio Strategist
- CRD
- #6342766
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $391,569,109 | $316,803 |
| Non-Discretionary | $0 | -- |
| Total | $391,569,109 | $316,803 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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