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Long Game Financial, LLC

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Client assets under management

$47,550,022

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Clients

54

56% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

27

Low

Average account size

$880,556

About

Long Game Financial is a small, discretionary registered investment adviser that provides investment management and consulting to individuals, high-net-worth clients, trusts, and business entities. The firm’s advisory services cover a range of asset classes including equities, mutual funds, ETFs, fixed income, and strategies that may include covered options and margin where appropriate.

The firm combines top‑down macro and sector analysis with bottom‑up fundamental research and manages portfolios with a deliberately concentrated approach focused on investments the firm describes as competitively advantaged, attractively valued, and managerially aligned (the “CAM” framework). Risk management is implemented through research, position‑sizing, tactical positioning, and ongoing monitoring and rebalancing under the firm’s discretionary authority.

Noteworthy distinctions include the firm’s explicit use of borrowing (margin) in separately managed accounts and the use of covered‑option strategies, practices the brochure highlights as part of its investment toolset. The firm also calculates advisory fees on a per‑account basis rather than “householding” multiple accounts for fee breaks, a practice that can affect fee outcomes, and it operates with a two‑advisor team managing approximately $48 million on a discretionary basis.

Client services

Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies

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Fee options

Percentage

$0 - $2,000,000: 1.0% $2,000,000+: 0.75%

Other

Account minimum: $100,000 (may be waived at discretion) Fee-only: Annual fee between 0.75% to 1% of AUM, billed quarterly in arrears, negotiated individually, fees may be waived or discounted.

Main office location

Long Game Financial, LLC

Longmeadow MA, United States

Number of offices

1

Most active in

More info

California · Colorado · Georgia · Illinois · Massachusetts · New York

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 413-725-5010

Advisors at this firm

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user avatar

David F

Series 63, Series 65

Northbrook, IL

Long Game Financial, LLC

David Finkelstein is a financial advisor at Long Game Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foreside Fund Services, Vivaldi Asset Management, and Carey Financial. Outside of financial advising, he serves as Head of Growth at Airstack W3 Inc., focusing on marketing for a web3 data software company. Long Game Financial provides discretionary investment management and consulting to individuals, trusts, corporations, and other business entities. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, constructing concentrated portfolios guided by a CAM framework and incorporating selective leverage and options strategies.

Concentrated stock management Options & derivatives strategies
user avatar

Charles B

CFA®, Series 65

Longmeadow, MA

Long Game Financial, LLC

Charles Beresford is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Long Game Financial, LLC since 2017 and previously worked at Ocean Road Advisors and as a self-employed investor. Long Game Financial provides discretionary investment management and consulting services to individuals, trusts, corporations, and other business entities. The firm employs a combination of top-down macroeconomic and industry analysis with bottom-up fundamental research to build concentrated portfolios, utilizing a CAM framework and incorporating selective use of leverage and covered options.

Concentrated stock management Options & derivatives strategies
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