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Blong Financial

Updated today

Client assets under management

$201,963,902

Clients

314

17% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

157

Very High

Average account size

$643,197

About

bLong Financial, LLC provides discretionary portfolio management and investment strategy for individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts and charitable institutions, managing roughly $202 million for about 314 clients through a two‑advisor team. Services are delivered primarily via separately managed accounts with individualized investment objectives and ongoing account reviews.

The firm emphasizes fundamental, value‑oriented analysis and a long‑term investment horizon, seeking to purchase securities at a discount to its estimate of intrinsic value while focusing on business quality, management, and perceived macro trends. Portfolios primarily include publicly traded equities and fixed income, and the firm may also use mutual funds, ETFs/ETNs (including inverse products), options strategies, short sales and both long‑ and short‑term trading as appropriate.

bLong is affiliated with the principal’s CPA practice and separately offers tax planning, estate planning and certain family office services to many advisory clients, and the brochure notes circumstances where the principal may act as trustee or executor. The firm also discloses participation in a paid referral/endorsement arrangement (Dave Ramsey’s SmartVestor Professional Program) and includes a regulatory disclosure describing a prior consent order and $5,000 fine involving another advisory firm in its brochure.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies

Fee options

Percentage

$0 - $1,000,000: 0.50%-1.50% $1,000,000+: 0.50%-1.00%

Other

Account minimum: $500,000

Main office location

Blong Financial

5391 Normandy Rd

Memphis TN 38120, United States

Number of offices

1

Most active in

Arkansas · Mississippi · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Dennis L

Series 63, Series 65, Series 66

Memphis, TN

Blong Financial

Dennis Long is a financial advisor with Blong Financial in Memphis, TN, holding Series 63, 65, and 66 licenses and has 14 years of industry experience. He has been a CPA since 1990 and owns Family Back Office Services, which provides tax and planning services. Blong Financial offers discretionary investment management and advisory services to individuals, corporate pension and profit-sharing plans, charitable institutions, trusts, and estates, primarily through separately managed accounts. The firm employs a fundamental, value-oriented investment approach with a global perspective, utilizing a range of securities and strategies to manage approximately $179.6 million across 326 client relationships.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Robert C

CFA®

Memphis, TN

Blong Financial

Robert Curry is a CFA® charterholder with 13 years of industry experience. He is currently with bLong Financial, where he has worked since 2020, and has prior experience at Greenway Capital Management and Alluvion Investments. Outside of his advisory role, he is the owner and manager of several businesses through Greenway Holdings, including companies in HVAC services, industrial distribution, and retail work boots. bLong Financial provides discretionary investment management and advisory services to individuals, institutions, and charitable organizations, managing approximately $179.6 million across 326 client relationships. The firm employs a fundamental, value-oriented investment approach with a global perspective, utilizing a range of securities and strategies.

Active portfolio management Concentrated stock management Options & derivatives strategies
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