L&
Longest & Young, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 166016
· Knoxville, TN
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ADV data as of Aug 24, 2026
- Regulatory AUM
- $18.8M
- Discretionary
- $14.8M
- Clients
- 104
- Avg AUM / client
- $181K
- Accounts
- 166
- Employees
- 2
AUM over time
$18.8M
$18.8M
Mar 27, 2026
Aug 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $13.1M | 69.7% |
| High net worth individuals | 2 | $5.7M | 30.3% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Brian Longest | Registered representative | Jan 2025 (2y) | ||
| Patrick John Young | Registered representative | Jul 2025 (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) | 03/27/2026 | 1.05 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 24, 2026.
View current Form ADV (SEC/IAPD) ↗