Long Advisors LLC

Overview

Long Advisors LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines fee-based portfolio management with financial planning and educational workshops, and it offers portfolio services to both small businesses and institutional clients. Its fee schedule includes a percentage-of-AUM component alongside hourly charges and the capacity to enter into performance-based fee arrangements for appropriate accounts. Investment activity is concentrated in publicly traded equities, with the firm expressing a clear preference for equity exposure in client portfolios. Long Advisors LLC does not position itself as an ESG-focused or multi-state adviser and does not identify as a capital allocator or pension consultant. The firm’s operating profile and product mix suggest a small, service-oriented RIA focused on direct equity management and traditional pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices