# Furlong Investment Solutions, LLC

> Furlong Investment Solutions, LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 281796
- Filed as: FURLONG INVESTMENT SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281796
- AdvisorCensus page: https://advisorcensus.com/firm/furlong-investment-solutions-llc-281796

## Quick answers

**How is Furlong Investment Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Furlong Investment Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Furlong Investment Solutions, LLC registered with the SEC or a state?**
Furlong Investment Solutions, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281796.

**How much does Furlong Investment Solutions, LLC manage?**
Furlong Investment Solutions, LLC reports $18,428,868 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Furlong Investment Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (8); corporations or other businesses not listed above (2).

**Does Furlong Investment Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281796

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,428,868
- Discretionary: $18,428,868
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $2,092,524 |
| High net worth individuals | 8 | $16,336,344 |
| Corporations or other businesses not listed above | 2 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- furlonginvestments.com
- Facebook @FurlongInvestmentSolutions
- X @furlong_matt

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Furlong Investment Solutions, LLC (CRD 281796): Form ADV filing data as of October 2026.