S.G. Long & Company
- Regulatory AUM
- $33.1M
- Discretionary
- $0
- Clients
- 156
- Avg AUM / client
- $212K
- Accounts
- 190
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 150 | $26.6M | 80.5% |
| High net worth individuals | 4 | $6.3M | 19.1% |
| Charitable organizations | 1 | $53.9K | 0.16% |
| Corporations and other businesses | 1 | $80.5K | 0.24% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Daniel Eder | Registered representative | CFP | Nov 2017 (9y) | |
| David Albert Peppenger | Registered representative | Jan 2018 (9y) | ||
| Susan Elaine Williams | Registered representative | Jan 2018 (9y) | ||
| Darla Marie Felix | Registered representative | Jan 2018 (9y) | ||
| Kenneth Lowell Freseman | Registered representative | Jan 2018 (9y) | ||
| Zachary Tyler Carvalho | Registered representative | Jan 2018 (9y) | ||
| Donald Gifford Gaumer | Registered representative | Jan 2018 (9y) | ||
| Joshua Paul Denney | Registered representative | Jan 2018 (9y) | ||
| Robert Guy Isaac Seidenschwarz | Registered representative | Jan 2018 (9y) | ||
| Kelly Ross Brunger | Registered representative | Jan 2019 (8y) | ||
| Marcus John Welnel | Registered representative | Feb 2024 (3y) | ||
| Mitchell B Roberts | Registered representative | Mar 2024 (3y) | ||
| Andrew Vern Harris | Registered representative | Apr 2024 (2y) | ||
| Jeffrey Hays | Registered representative | Aug 2025 (1y) | ||
| Natalie Anne Larson | Registered representative | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/26/2025 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- RBC $33.0M (93% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 27, 2026.
View current Form ADV (SEC/IAPD) ↗