Long Faith Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,300,000
Clients
15
80% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$220,000
About
Long Faith Capital LLC provides portfolio management and limited financial planning services to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client and advises across equities, mutual funds, ETFs, fixed income, real estate funds, commodities and private placements.
The adviser combines cyclical, fundamental, modern portfolio theory and quantitative analysis and generally pursues a long‑term trading approach while documenting risk tolerance and objectives in each client’s IPS. Services are offered on both a discretionary and non‑discretionary basis, and the brochure notes that a majority of the firm’s assets are managed non‑discretionarily at the time of reporting.
Noteworthy features that distinguish the firm from many peers include the publication of subscription periodicals or newsletters that provide securities buy/sell advice and are referenced in the firm’s trade procedures. The firm also makes performance‑based fee arrangements available to eligible higher‑net‑worth clients and discloses specific conflict‑of‑interest safeguards (for example, batching orders and uniform limit‑order pricing) for accounts charged under different fee models.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Passive / index investing
Annuities
College savings (529s, UTMA, etc.)
Fee options
$0 - $50,000: 0.90% annually (accounts that CANNOT invest on individual stocks) $50,001 - $100,000: 0.75% annually (accounts that CANNOT invest on individual stocks) $100,001 - $150,000: 0.60% annually (accounts that CANNOT invest on individual stocks) $150,001 - $500,000: 0.50% annually (accounts that CANNOT invest on individual stocks) $500,001+: 0.45% annually (accounts that CANNOT invest on individual stocks) $0 - $50,000: 1.20% annually (accounts that CAN invest on individual stocks) $50,001 - $100,000: 1.00% annually (accounts that CAN invest on individual stocks) $100,001 - $150,000: 0.90% annually (accounts that CAN invest on individual stocks) $150,001 - $500,000: 0.80% annually (accounts that CAN invest on individual stocks) $500,001+: 0.70% annually (accounts that CAN invest on individual stocks)
$200-$300 per hour (negotiated)
30% of net income exceeding 5% hurdle rate; plus management fee of $300 plus 0.15% of capital account balance per annum, paid quarterly; applicable only to clients with AUM over $1 million or net worth over $2 million
$288 per quarter for periodicals or newsletters
Account minimum: $100,000 (may be waived at LFC's discretion)
Most active in
Long Faith Capital LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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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