Fee-only adviser · Buffalo Grove, IL
Long Run Investment Management, LLC
Long Run Investment Management, LLC is a fee-only investment adviser registered with the securities regulator of Illinois, with a mailing address in Buffalo Grove, Illinois (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 2, 2026, it reports $12M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois |
|---|---|
| Firm CRD number | 159343 |
| Office | Buffalo Grove, IL (mailing address; office not published) |
| Phone | (847) 478-3033 |
| Website | www.longruninvestments.com |
| Regulatory assets under management | $12M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Buffalo Grove
- Phase III Advisory Services, Ltd $211M
- Journey Financial Group, Inc. $336M
- Highview Capital Management, LLC $416M
See all 4 fee-only advisers in Buffalo Grove →
Nearby
- Lincolnshire 3 firms
- Bannockburn 2 firms
- Deerfield 5 firms
- Vernon Hills 1 firm
- Lake Zurich 1 firm
- Palatine 4 firms
- Northbrook 17 firms
- Lake Forest 8 firms
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