S.G. Long & Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,331,635
Total clients
159
3% high-net worth
Total advisors
1
of 15 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
159
Average account size
$222,212
About
S.G. Long & Company provides investment advisory and brokerage services to individuals (including high‑net‑worth clients), trusts, retirement accounts, corporations and nonprofit organizations, and also offers financial planning and insurance products. Many advisory services are delivered through wrap-fee programs sponsored by RBC Correspondent Services, while advisors also execute client-directed brokerage and insurance transactions.
The firm’s investment process is client‑driven and tailored to each client’s goals, income needs and risk tolerance, with advisors documenting and periodically updating client information. S.G. Long typically operates on a non‑discretionary basis — using client‑directed strategies in the RBC Advisor program or placing assets into model portfolios or third‑party overlay managers through the RBC Unified Portfolio program, where a third party may have discretion.
S.G. Long is dually registered as a broker‑dealer and as a state‑registered investment adviser and maintains insurance‑producer activity, a combination that the firm discloses can create conflicts because advisors may receive commissions, margin and money‑market rebates and shared compensation from its clearing firm. The firm also has notable affiliate arrangements (common ownership with SGL Investment Advisors and an employee‑owned parent company) and discloses a prior regulatory matter in Texas related to registration; it states policies and supervisory reviews are used to manage these conflicts.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$10,000+: 1.0% to 1.5% annually, negotiable based on account size, trading frequency, service needs, and other factors
Commissions from broker-dealer sales and insurance product sales; fees can be up-front, selling concessions, or ongoing trails.
Account minimum: $10,000 minimum investment, subject to portfolio type selected. Specific program minimums include $25,000 for the RBC Advisor Program and varying minimums for the RBC Unified Portfolio Program: $10,000 for Select Specialty Portfolios, $25,000 for SMAs, ETFs, and Mutual Funds, and $50,000 for Accounts with Tax Management Overlay.
Main office location
S.G. Long & Company
283 W. Front Street, Suite 302
Missoula MT 59802, United States
Number of offices
1
Most active in
S.G. Long & Company has reported serving >5 clients in these states in the last 12 months.
Idaho · Montana · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")