Longest & Young, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual investors—including high-net-worth clients—along with pension and profit-sharing plans and 501(c)(3) nonprofit organizations, providing discretionary portfolio management, financial planning, and consulting. It manages client accounts on an institutional custodial platform and provides periodic account reporting and planning engagements on an hourly basis.
Investment decisions are guided primarily by fundamental analysis and a goals-based, long-term orientation, with customized asset allocation and portfolio construction tied to each client’s risk tolerance. The firm may rebalance or trade more actively when needed and may employ margin, options strategies and short sales in managing concentrated portfolios or addressing tactical needs.
A distinctive feature is the firm’s affiliation with an in-house accounting practice: the owner operates an affiliated CPA firm that provides tax preparation services to some clients, a relationship the firm discloses and indicates it does not consider a material conflict. The firm is small and supported (two advisors, roughly mid-single-digit millions in assets under management) and maintains an institutional relationship with a custodian that provides software and support to the adviser.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.35% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.50% annually
$150 per hour for financial planning or consulting, negotiable
Fee-only: Financial planning hourly rate $150 per hour, negotiable
Main office
117 Center Park Dr, Suite 102
Knoxville TN 37922
Advisors at this office
2
Most active in
Tennessee
Also doing business as
Longest & Young, LLC · Young Wealth Management, 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.
Forms ADV
Advisors at this firm
James L
Series 66
Knoxville, TN
Longest & Young, LLC
James Longest is a financial advisor at Longest & Young, LLC based in Knoxville, TN, with 16 years of industry experience. He holds a Series 66 credential and has operated his own CPA firm, James Longest CPA, PC, since 2012. Longest & Young, LLC serves individual investors—including high-net-worth clients—as well as pension and profit-sharing plans and nonprofit organizations. The firm uses a fundamental, goals-based investment approach with customized asset allocation and manages accounts through an institutional custodial platform.
Patrick Y
Series 63, Series 65, Series 66
Knoxville, TN
Longest & Young, LLC
Patrick Young is a financial advisor at Longest & Young, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various roles including with Empower Advisory Group and for Mattress Firm as a sales representative. Longest & Young, LLC serves individual investors, pension and profit-sharing plans, and nonprofit organizations by providing discretionary portfolio management, financial planning, and consulting. The firm employs a goals-based, long-term investment approach with customized asset allocation, and it is affiliated with an in-house CPA practice offering tax preparation services to some clients.
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