Long Family Office

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Client assets under management

$48,610,343

Clients

26% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,157,389

About

Long Family Office advises individuals (including high-net-worth clients), trusts, corporations and retirement plans, offering individualized portfolio management and broader financial planning that may review securities, real estate, insurance products and business interests. The firm accepts discretionary and non-discretionary accounts and charges fees based on a percentage of assets under management.

Its investment process combines modern portfolio theory with fundamental, technical and cyclical analysis and constructs portfolios tailored to each client’s objectives, with ongoing monitoring of discretionary accounts and formal reviews at least quarterly. The adviser typically implements accounts through Schwab Institutional and allows clients to place reasonable restrictions on investments.

The brochure discloses that the firm engages in business and exit planning through a related entity and notes an affiliation with an insurance company, which informs its inclusion of insurance in comprehensive planning — an arrangement that is uncommon among peers. The firm’s materials also explicitly address risks for digital assets and describe a relatively small client base and concentrated AUM, indicative of a family-office style service model.

Client services

Portfolio management

Expertise

Wealth management Business exit / sale strategy

Fee options

Percentage

$0 - $100,000: 1.35% annually $100,001 - $200,000: 1.25% annually $200,001 - $750,000: 1.00% annually $750,001 - $1,000,000: 0.85% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.60% annually Over $5,000,000+: Negotiable

Other

Account minimum: $500,000

Main office location

Long Family Office

5101 Dunlea Ct, Ste 204 C

Wilmington NC 28405, United States

Number of offices

Most active in

California · North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 910-399-2748

Advisors at this firm

Randy L

CFP®, Series 63

Wilmington, NC

Long Family Office

Randy Long is a CFP® with 28 years of industry experience, currently serving at Long Family Office in Wilmington, NC. He has managed Long Business Advisors since 2015 and has been involved with Long Family Office since 1997. Outside of his advisory roles, he is a director of Electronic Lab Logs, Inc., a software company focused on lab maintenance and quality control documentation. Long Family Office provides individualized portfolio management and comprehensive financial planning to individuals, trusts, corporations, and retirement plans. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis to tailor portfolios to client objectives, offering both discretionary and non-discretionary account management.

Wealth management Business exit / sale strategy

Ellen L

CFP®, Series 65

Wilmington, NC

Long Family Office

Ellen Long is a CFP® and Series 65-registered advisor at Long Family Office with 11 years of industry experience. She has worked at Long Family Office since 2013 and also owns and manages Paktolos LLC, a business consulting firm. Long Family Office provides personalized portfolio management and comprehensive financial planning to individuals, trusts, corporations, and retirement plans. The firm uses a combination of modern portfolio theory and fundamental, technical, and cyclical analysis to tailor portfolios to client objectives, with a focus on a family-office style service model.

Wealth management Business exit / sale strategy

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