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Longleaf Financial Advisors, LLC (Albany)


Longleaf Financial Advisors, LLC is a large advisory firm based in Albany. It manages $90.15 million of regulatory assets for 702 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Florida, Georgia, North Carolina, and Texas.




Longleaf Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Longleaf Financial Advisors: assets under management

The assets under management (AUM) of Longleaf Financial Advisors, LLC is $90.15 million. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $76.02 million in discretionary accounts and $14.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $109.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.41 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longleaf Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albany

The principal office where Longleaf Financial Advisors, LLC performs its advisory services is located at 208 North Westover Blvd. Suite 201, Albany, GA 31707 The mailing address of the firm is Po Box 70998, Albany, GA 31708. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 229-439-2348 or by fax 229-434-1979. The normal business hours are 8 am to 5 pm on Monday - Friday.


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