Blong Financial provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Blong Financial reports 314 clients. They include 261 individual clients and 53 high-net-worth individuals. Of its assets, 93.2% ($188M across 452 accounts) are managed with discretion; $13.8M across 22 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 18% |
| High-net-worth individuals | 17% | 82% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 261 | $36.2M | 17.9% | $139K |
| High-net-worth individuals | 53 | $166M | 82.1% | $3.13M |
| Total | 314 | $202M | 100% | $643K |
- Clients
- 261
- Regulatory AUM
- $36.2M
- AUM share
- 17.9%
- Avg. per client
- $139K
- Clients
- 53
- Regulatory AUM
- $166M
- AUM share
- 82.1%
- Avg. per client
- $3.13M
Total
- Clients
- 314
- Regulatory AUM
- $202M
- AUM share
- 100%
- Avg. per client
- $643K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Blong Financial charges 0.50%–1.50% a year for its Separately managed discretionary accounts. The fee is negotiable.
Fee details and sources
Dennis Long owns 50% to 75% of Blong Financial. The leadership team of Blong Financial includes President Robert Curry. It has 2 employees.
Leadership
- Robert CurryVice President
- Dennis LongPresident/CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Blong Financial, LLC
Dennis Long
Control person · since June 2012
- Owns 25% to 50% of Blong Financial, LLC
Greenway Capital Management, LLC
since January 2022
Blong Financial’s regulatory assets grew 1.7× from $118M (July 2022) to $202M (March 2026); clients rose from 266 to 314 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $202M | 314 | 2 | 1 |
| March 2025 | $180M | 326 | 2 | 1 |
| March 2024 | $178M | 319 | 2 | 1 |
| March 2023 | $140M | 438 | 2 | 1 |
| July 2022 | $118M | 266 | 2 | 1 |
Besides its headquarters, Blong Financial has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 5391 Normandy RD, MemphisHQ
Contact and registration details
- Legal name
- Blong Financial, LLC
- Headquarters
- 5391 Normandy RD, Memphis, TN 38120
- Website
- Not reported
- Phone
- 901-681-9037
- SEC file
- 801-123363
- Structure
- Tennessee LLC
- Fiscal year end
- December
Blong Financial uses Fidelity ($186M, 92%) and Charles Schwab ($15.7M, 8%) as custodians for its separately managed accounts. Blong Financial has custody of $50M in client assets for 37 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $15.7M8%
- FidelityNational Financial Services LLC · Boston, MA · $186M92%
At year end, Blong Financial’s separately managed accounts were mostly in stocks (80%) and cash (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $154M across 80 positions; the largest are Nvidia Corporation (21.6%), Apple Inc. (17.5%) and Invesco Exch Traded FD TR II (8.3%).
What the accounts hold
- Stocks80%
- Funds5%
- Bonds2%
- Cash13%
Reported 13F holdings
- $154M
- Reported 13F value
- 80
- Positions
- 69.3%
- In the 10 largest
- +16.1%
- Value vs. prior quarter
- Nvidia Corporation21.6%
- Apple Inc.17.5%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF8.3%
- Advanced Micro Devices Inc.5.9%
- Eli Lilly & CO5.4%
- Microsoft Corp.2.6%
- Broadcom Inc.2.2%
- Dell Technologies Inc. · CL C2.2%
- Meta Platforms Inc. · CL A1.8%
- iShares TR · Intl Sel Div ETF1.7%
Together, the ten largest are 69.3% of reported value.
How many clients does Blong Financial have?
Blong Financial has 314 clients and manages $202 million for them, as of March 2026. They include 261 individual clients and 53 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Blong Financial offer?
Blong Financial provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Blong Financial charge?
Blong Financial charges 0.50%–1.50% a year for its Separately managed discretionary accounts. The fee is negotiable.
Source: ADV PART 2A, filed 30 March 2026
Which custodians does Blong Financial use?
Blong Financial’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $186M and Charles Schwab & Co., Inc. (Westlake, TX), with $15.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Blong Financial have?
Blong Financial has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blong Financial invest in?
At the end of its last fiscal year, Blong Financial’s separately managed accounts held 80% exchange-traded equities, 13% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs) and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blong Financial?
Blong Financial’s direct owners are Dennis Long (50% to 75%) and Greenway Capital Management, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Blong Financial get paid?
Blong Financial is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Blong Financial?
Blong Financial’s main office is at 5391 Normandy RD, Memphis, TN 38120. Its phone number is 901-681-9037.