L
Long Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,554,314
Total clients
3
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$851,438
About
Long Advisors LLC provides ongoing portfolio management and financial planning primarily for individuals and high‑net‑worth individuals, and also conducts periodic educational seminars and workshops for the public. The firm documents client objectives in an Investment Policy Statement and generally seeks discretionary authority to select securities and execute transactions on behalf of clients.
The firm’s investment process emphasizes fundamental analysis and a portfolio mix that typically centers on equities but may include mutual funds, ETFs (including precious‑metal sector ETFs), fixed income and non‑U.S. securities; the brochure notes the manager may use thinly traded or small‑capitalization issues when appropriate. Clients may elect an alternative compensation arrangement in the form of a performance‑based fee for qualified clients, structured around gains above a specified hurdle with a high‑water mark instead of a standard asset‑based fee.
Distinctive elements for a firm of this scale include the explicit allowance of performance‑based compensation and the offering of public educational programs, both of which are relatively uncommon among independent peers. The brochure also describes providing advice that implicates retirement plan fiduciary duties (ERISA/IRA guidance), indicating the firm handles plan‑type retirement accounts in addition to individual and high‑net‑worth relationships.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Concentrated stock management
Fee options
2.00% annually
$350 per hour
0.00% management fee plus 25.00% performance fee on gains above 6% hurdle rate with high-water mark
Main office location
Long Advisors LLC
Middlesex VT, United States
Number of offices
1
Most active in
Long Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Delaware · Vermont
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:
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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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