RIA Intel›Advisers›Illinois›LONG RUN FINANCIAL, LTD

LONG RUN FINANCIAL, LTD

Advisory

IL

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in IL
#1,484
of 1,719 advisers by AUM
Average account
$319K
across 44 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
24
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

MELLIN ASSET MANAGEMENT, INC.
CHICAGO, IL
$14M
-54.4% 1Y
VERIDIAN PRIVATE WEALTH MANAGEMENT LLC
WARRENVILLE, IL
$14M
SAMPLE & CROSS CAPITAL MANAGEMENT LLC
LAKE FOREST, IL
$14M
-83.1% 1Y
SVN CAPITAL, LLC
$14M
PATRICK MICHAEL KEEDY
GENEVA, IL
$14M
WEALTH MANAGEMENT SERVICES,LLC
SPRINGFIELD, IL
$14M

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