SourcingSourcing

BLONG FINANCIAL, LLC

B53
CRD 164746·SEC 801-123363·MEMPHIS, TN
AUM
$202.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$606K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLONG FINANCIAL, LLC
CRD
164746
SEC file #
801-123363
EIN
455425072
DBA names
Blong Financial

Economics

AUM
$202.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$118.0M → $202.0M▲ +71%
Client mix
Individuals Other261
Individuals High Net Worth53

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
blongfinancial.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LONG, DENNIS, GLENN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LONG, DENNIS, GLENN
GREENWAY CAPITAL MANAGEMENT, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLONGFINANCIAL.COM
Rdap Domain Creation Date
2012-04-12T00:12:35Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001943004
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-30
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002085853-26-000436

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
5391 NORMANDY RDMEMPHIS, TN 38120
Business
5391 NORMANDY RDMEMPHIS, TN 38120
Edgar EIN
455425072
Edgar Recent Filings
13F-HR2026-04-21 · 0002085853-26-000436
13F-HR2026-02-05 · 0002085853-26-000206
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-04-12T00:12:35Z
Rdap Domain Last Changed
2023-07-13T20:25:59Z
Rdap Nameservers
Ns45.worldnic.comNs46.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2995012
Trust Company Affiliate
No

People (3)

3
LONG, DENNIS, GLENN
IAR · Direct Owner · 62.5%
2995012
GREENWAY CAPITAL MANAGEMENT, LLC
Direct Owner · 37.5%
286258
CURRY, ROBERT, TRENT
IAR · Executive Officer · 2.5%
5059670