RIA Intel›Advisers›Tennessee›LONGEST & YOUNG, LLC

LONGEST & YOUNG, LLC

Advisory

KNOXVILLE, TN

Data as of Aug 24, 2026 · Source: SEC Form ADV

Average account

$113K

across 166 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$19M

Discretionary AUM$15M

Non-Discretionary AUM$4M

Discretionary %78.9%

Total Clients104

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

104 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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