Long Game Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$47,550,022
Clients
54
Advisors
1
of 1 employees
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
Expertise
Fee options
$0 - $2,000,000: 1.0% $2,000,000+: 0.75%
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
Longmeadow MA
Advisors at this office
1
Most active in
California · Colorado · Georgia · Illinois · Massachusetts · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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
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