Blong Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
bLong Financial, LLC provides discretionary portfolio management and investment strategy for individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts and charitable institutions, managing roughly $202 million for about 314 clients through a two‑advisor team. Services are delivered primarily via separately managed accounts with individualized investment objectives and ongoing account reviews.
The firm emphasizes fundamental, value‑oriented analysis and a long‑term investment horizon, seeking to purchase securities at a discount to its estimate of intrinsic value while focusing on business quality, management, and perceived macro trends. Portfolios primarily include publicly traded equities and fixed income, and the firm may also use mutual funds, ETFs/ETNs (including inverse products), options strategies, short sales and both long‑ and short‑term trading as appropriate.
bLong is affiliated with the principal’s CPA practice and separately offers tax planning, estate planning and certain family office services to many advisory clients, and the brochure notes circumstances where the principal may act as trustee or executor. The firm also discloses participation in a paid referral/endorsement arrangement (Dave Ramsey’s SmartVestor Professional Program) and includes a regulatory disclosure describing a prior consent order and $5,000 fine involving another advisory firm in its brochure.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.50%-1.50% $1,000,000+: 0.50%-1.00%
Account minimum: $500,000
Main office
5391 Normandy Rd
Memphis TN 38120
Advisors at this office
2
Most active in
Arkansas · Mississippi · Tennessee · Texas
Also doing business as
Blong Financial · Blong Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dennis L
Series 63, Series 65, Series 66
Memphis, TN
Blong Financial
Dennis Long is a financial advisor with Blong Financial in Memphis, TN, holding Series 63, 65, and 66 licenses and has 14 years of industry experience. He has been a CPA since 1990 and owns Family Back Office Services, which provides tax and planning services. Blong Financial offers discretionary investment management and advisory services to individuals, corporate pension and profit-sharing plans, charitable institutions, trusts, and estates, primarily through separately managed accounts. The firm employs a fundamental, value-oriented investment approach with a global perspective, utilizing a range of securities and strategies to manage approximately $179.6 million across 326 client relationships.
Robert C
CFA®
Memphis, TN
Blong Financial
Robert Curry is a CFA® charterholder with 14 years of industry experience. He is a principal at bLong Financial, where he has worked since 2020, following prior roles at Greenway Capital Management and Alluvion Investments. Outside of his advisory work, he serves as an absentee owner and manager for several subsidiaries under Greenway Holdings, LLC, including companies in HVAC services, industrial distribution, and retail work boots. bLong Financial provides discretionary portfolio management and investment strategy primarily for individuals, high-net-worth clients, and various institutional accounts. The firm emphasizes fundamental, value-oriented analysis with a long-term investment horizon, managing portfolios that include publicly traded equities, fixed income, and a range of investment vehicles.
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