CRD: 145167
SGL Investment Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Reported AUM was unchanged at $391.6M between September 26, 2025 and July 23, 2026.
Across 5 reported observations, AUM increased 84.6% between September 28, 2022 and July 23, 2026, from $212.1M to $391.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 1,468 clients, or 244.7 clients per representative. That equates to $266.7K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
SGL Investment Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
SGL Investment Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.