{
  "crd_number": 47511,
  "slug": "s-g-long-and-company-missoula-mt-47511",
  "primary_business_name": "S.G. LONG & COMPANY",
  "legal_name": "S.G. LONG & COMPANY",
  "dbas": [],
  "city": "Missoula",
  "state": "MT",
  "country": "United States",
  "cbsa_code": "33540",
  "metro": {
    "cbsa_code": "33540",
    "common_name": "Missoula",
    "msa_name": "Missoula, MT",
    "path": "/advisors/mt/missoula"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-10-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-27",
  "carried_forward": false,
  "raum_total": 33060355.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 33060355.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 15,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 53896.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 26625122.0,
      "count": 150
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 6300854.0,
      "count": 4
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 80483.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "ID",
    "MT",
    "TX"
  ],
  "websites": [
    "https://facebook.com/people/SG-Long-Financial/100046841811276",
    "https://linkedin.com/company/s.g.-long-&-company",
    "https://sglongfinancial.com",
    "https://twitter.com/SGLongFinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/47511",
  "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?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "MISSOULA",
  "url": "https://advisorcensus.com/firm/s-g-long-and-company-missoula-mt-47511",
  "display_name": "S.G. Long & Company",
  "summary": "S.G. Long & Company is a state-registered investment advisory firm in Missoula, MT, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 27, 2026.",
  "citation": "AdvisorCensus. S.G. Long & Company (CRD 47511): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-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 S.G. Long & Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), S.G. Long & Company reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is S.G. Long & Company located?",
      "a": "S.G. Long & Company's principal office is in Missoula, MT, according to its Form ADV."
    },
    {
      "q": "Is S.G. Long & Company registered with the SEC or a state?",
      "a": "S.G. Long & Company is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 47511."
    },
    {
      "q": "How much does S.G. Long & Company manage?",
      "a": "S.G. Long & Company reports $33,060,355 in regulatory assets under management in its Form ADV filing dated September 27, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does S.G. Long & Company serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (150); high net worth individuals (4); charitable organizations (1)."
    },
    {
      "q": "Does S.G. Long & Company report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.E(2) (self-regulatory organization's finding of a rule 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/47511"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/s-g-long-and-company-missoula-mt-47511.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 150,
      "fewer_than_5": false,
      "raum": 26625122.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 6300854.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 53896.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 80483.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items 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/47511",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}