Long Run Financial, Ltd

Overview

Long Run Financial, Ltd. operates as a small, independent registered investment adviser focused on individualized financial planning and portfolio management for individual and small-business clients. The firm emphasizes equity exposure as the primary building block of client portfolios, and it combines discretionary portfolio management with periodic hourly engagements for planning work. Long Run Financial does not position itself as an ESG- or pension-focused advisor; its stated activities center on standard financial planning and portfolio construction rather than institutional consulting or multi-state advisory programs. Investment behavior points to a straightforward, equity-first allocation approach, supplemented by third‑party mutual fund strategies and selective exposure to real estate as an alternative. The firm uses a percent‑of‑AUM fee model for ongoing accounts and charges hourly for standalone advice, which aligns with a client base that prefers ongoing management blended with one-off planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices