# Long Family Office

> Long Family Office is a state-registered investment advisory firm in Wilmington, NC, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 110990
- Filed as: LONG FAMILY OFFICE
- Legal name: R.M. Long Investment Advisory, Inc.
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Wilmington, NC
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110990
- AdvisorCensus page: https://advisorcensus.com/firm/long-family-office-wilmington-nc-110990

## Quick answers

**How is Long Family Office compensated?**
On its Form ADV (Item 5.E, October 2026), Long Family Office reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Long Family Office located?**
Long Family Office's principal office is in Wilmington, NC, according to its Form ADV.

**Is Long Family Office registered with the SEC or a state?**
Long Family Office is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 110990.

**How much does Long Family Office manage?**
Long Family Office reports $51,605,000 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (99% discretionary).

**What types of clients does Long Family Office serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (15).

**Does Long Family Office 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/110990

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $51,605,000
- Discretionary: $51,085,000
- Non-discretionary: $520,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $8,727,000 |
| High net worth individuals | 15 | $40,202,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,676,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: Not reported
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- longfamilyoffice.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Long Family Office (CRD 110990): Form ADV filing data as of October 2026.