{
  "crd_number": 164746,
  "slug": "blong-financial-memphis-tn-164746",
  "primary_business_name": "BLONG FINANCIAL",
  "legal_name": "BLONG FINANCIAL, LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-03",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 201963902.0,
  "raum_discretionary": 188166663.0,
  "raum_non_discretionary": 13797239.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36213488.0,
      "count": 261
    },
    "high_net_worth_individuals": {
      "raum": 165750414.0,
      "count": 53
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AR",
    "MS",
    "TN",
    "TX"
  ],
  "websites": [
    "https://blongfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164746",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/blong-financial-memphis-tn-164746",
  "display_name": "Blong Financial",
  "summary": "Blong Financial is an SEC-registered investment advisory firm in Memphis, TN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Blong Financial (CRD 164746): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Blong Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blong Financial reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Blong Financial located?",
      "a": "Blong Financial's principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is Blong Financial registered with the SEC or a state?",
      "a": "Blong Financial is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 164746."
    },
    {
      "q": "How much does Blong Financial manage?",
      "a": "Blong Financial reports $201,963,902 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (93% discretionary)."
    },
    {
      "q": "How have Blong Financial's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Blong Financial: Regulatory assets under management: $117,975,684 in the October 2022 data and $201,963,902 in the October 2026 data, up 71%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Blong Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (261); high net worth individuals (53)."
    },
    {
      "q": "Which custodians does Blong Financial use?",
      "a": "Blong Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Blong Financial report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164746"
    },
    {
      "q": "What changed in Blong Financial's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $179,637,955 to $201,963,902 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 117975684.0,
      "total_employees": 2,
      "filing_date": "2022-07-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 139519087.0,
      "total_employees": 2,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 177500089.0,
      "total_employees": 2,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 179637955.0,
      "total_employees": 2,
      "filing_date": "2025-03-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 201963902.0,
      "total_employees": 2,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $179,637,955 to $201,963,902 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/blong-financial-memphis-tn-164746.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 261,
      "fewer_than_5": false,
      "raum": 36213488.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 53,
      "fewer_than_5": false,
      "raum": 165750414.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164746",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}