Long Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individuals, trusts, corporations and pension and profit-sharing plans, managing both discretionary and nondiscretionary accounts and reporting roughly $51 million in assets under management across a small client base. It delivers ongoing portfolio management on a percentage-of-assets basis and typically uses a major institutional custodian with quarterly reporting to clients.
Its investment approach combines modern portfolio theory with fundamental, technical and cyclical analysis and charting, and portfolios are managed on an individualized basis with the ability for clients to impose investment restrictions. The brochure also describes comprehensive advice that can review a client’s securities, real estate, insurance and business interests and explicitly addresses the risks associated with digital asset investments.
Noteworthy for a firm of this size, the adviser discloses an affiliation with an insurance company and explicitly includes insurance products in the scope of its advisory services, a relationship that is uncommon among peers. The firm also documents that a principal spends material time on business and exit planning through a separate entity and maintains written policies on conflicts of interest, insider trading, custody practices and proxy voting.
Client services
Expertise
Fee options
$0 - $100,000: 1.35% $100,001 - $200,000: 1.25% $200,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.6% $5,000,001+: Negotiable
Account minimum: $500,000
Main office
5101 Dunlea Court, Suite 204 C
Wilmington NC 28405
Advisors at this office
2
Most active in
California · North Carolina
Also doing business as
Dba, Long Investment Advisory, Inc. · Long Family Office · Long Family Office, Inc. · Long Investment Advisory · R.M. Long Investment Advisory, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Advisors at this firm
Randy L
CFP®, Series 63
Wilmington, NC
Long Family Office
Randy Long is a CFP® credentialed financial advisor with 29 years of industry experience, currently serving at Long Family Office. He has managed Long Family Office since 1997 and also leads Long Business Advisors, a consulting firm focused on exit planning for business owners. Outside of advisory work, he is a director of Electronic Lab Logs, Inc., a software company for laboratory maintenance and quality control documentation. Long Family Office provides investment advisory services to individuals, trusts, corporations, and retirement plans, managing both discretionary and nondiscretionary accounts with approximately $51 million in assets under management. The firm employs a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to deliver personalized portfolio management, including insurance product offerings uncommon among firms of its size.
Ellen L
CFP®, Series 65
Wilmington, NC
Long Family Office
Ellen Long is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Long Family Office. She has worked at Long Family Office since 2013, and also owns and manages Paktolos LLC, a business consulting firm. Long Family Office provides investment advisory services to individuals, trusts, corporations, and pension and profit-sharing plans, managing approximately $51 million in assets. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis to deliver individualized portfolio management and includes insurance products within its advisory scope.
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