Long Run Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,082,418
Clients
7
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$1,726,060
About
Long Run Investment Management is a small, independent registered investment adviser that serves individual investors, trusts, estates and other business clients. The firm provides discretionary portfolio management using model strategic portfolios and offers modular financial planning and written consulting engagements on topics such as retirement planning, tax and estate issues, and educational funding.
The firm’s investment process combines fundamental, charting and cyclical analysis with Modern Portfolio Theory and asset-allocation frameworks, generally emphasizing longer-term holdings while allowing tactical adjustments when warranted. Accounts are reviewed and rebalanced periodically, and the firm supplements custodian records with its own account reporting and written analyses for clients.
Compared with many solo independent firms, Long Run offers consulting work that extends into company retirement and business process advice, and it provides business-oriented consulting services (people/process/technology) in addition to individual planning—services that are less common among peers. The owner adheres to the CFA Institute’s Code of Ethics, and the firm occasionally uses option overlays such as covered calls as part of its portfolio management toolkit.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Active portfolio management
Fee options
Financial planning fixed fees, e.g., $450 for Asset Allocation Review, $1,700 for combined services
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Consulting services $150/hour; Business consulting $100/hour
Account minimum: $250,000 Minimum fee: Minimum fee of $3,000 may apply Fee-only: Fixed fees for financial planning services: Asset Allocation Review $450; Consulting services $150/hour; Fixed fee $1,700 for combined three financial planning services
Main office location
Long Run Investment Management, LLC
Long Grove IL, United States
Number of offices
1
Most active in
Long Run Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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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