Fee-only adviser · Westport, CT
Longwall Family Office
Longwall Family Office is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Westport, Connecticut. On its latest Form ADV, filed July 23, 2026, it reports $428M in regulatory assets under management, 44 individual clients and 3 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 324336 · SEC file 801-127421 |
| Office | 8 Wright ST Suite 107 Westport, CT 06880 |
| Phone | (203) 209-2785 |
| Website | www.longwallfamilyoffice.com |
| Regulatory assets under management | $428M ($246M discretionary) |
| Individual clients | 24 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 23, 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.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Westport
- August Wealth Advisors LLC $437M
- Castlekeep Investment Advisors $921M
- Aspetuck Financial Management LLC $178M
- LCR Wealth Management LLC $152M
- Drum Hill Capital, LLC $194M
- Greenhouse Wealth Management, LLC $289M
See all 21 fee-only advisers in Westport →
Nearby
- Southport 3 firms
- Fairfield 2 firms
- Norwalk 4 firms
- Wilton 5 firms
- Rowayton 2 firms
- New Canaan 6 firms
- Georgetown 1 firm
- Darien 17 firms
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