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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 326 | 314 | decreased by12 |
| Apr 1, 2026 | AUM | $179,637,955 | $201,963,902 | increased by$22,325,947 |
| Apr 1, 2026 | Accounts | 448 | 474 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 266 | 326 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $117,975,684 | $179,637,955 | increased by$61,662,271 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 368 | 448 | increased by80 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLONG FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLONG FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.