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BLONG FINANCIAL
Legal name: BLONG FINANCIAL, LLC
CRD 164746File 801-123363
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$202.0M
Below cohort median (national)
Discretionary AUM
$188.2M
Non-discretionary $13.8M
Clients
314
474 accounts
Employees
2
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 3, 2022
- Principal office
- 5391 NORMANDY RD, MEMPHIS, TN, 38120
- Phone
- 901-681-9037
- Website
- HTTP://BLONGFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $202.0M
- Discretionary AUM
- $188.2M
- Non-discretionary AUM
- $13.8M
- Discretionary accounts
- 452
- Non-discretionary accounts
- 22
- Total accounts
- 474
- AUM per client
- $643K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 53 | $165.8M |
| Individuals (other than high net worth individuals) | 261 | $36.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.