Langdon Financial Management, Inc.

Overview

Langdon Financial Management, Inc. is a small, owner-operated advisory firm that works primarily with individual and family clients and small businesses. The firm combines accounting services with portfolio management, operating largely on a non-discretionary basis: advisors provide recommendations and planning while clients retain trade authorization. Fee arrangements include a percentage of assets under management, hourly charges and other supplemental billing structures. Investment activity centers on listed equities and exchange-traded products. Filings show a clear preference for equity exposures—implemented through exchange-traded equities and likely supplemented with individualized positions where appropriate. The firm is not identified as an active ESG investor and is set up to serve a single-state client base rather than operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices