Blong Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 30, 2026, reports $202M in regulatory assets under management, 2 employees, and 474 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.1% of total clients.
Top client categories% of clientsClients
1
Individuals
83.1%
261
2
HNWI
16.9%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of March 30, 2026
Discretionary93.2%
$188M
93% of total RAUM93.2%
Non-discretionary6.8%
$14M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$202M
Total Accounts474
10Y AUM Change+$84M (+71.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee157:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.