Blong Financial LLC

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Blong Financial LLC
CRD #164746
SEC #801-123363
CIK #0001943004
AUM 202.0 M (2026-03-30)
Employees 2 (100% Investors, 0% Brokers)
Phone901-681-9037
Address5391 Normandy Rd
Memphis, TN 38120
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
CIK Period
0001943004
Sector Form 13F Holdings Value ($M)
Nvidia Corp 28.9
Apple Inc 23.6
Lilly Eli & Co 6.3
Microsoft Corp 4.0
Advanced Micro Devices Inc 3.2
Facebook Inc 2.9
Broadcom Inc 2.8
Merck & Co Inc 2.3
J P Morgan Chase & Co 2.2
Alphabet Inc 2.0
International Business Machines Corp 1.6
Morgan Stanley 1.4
Cisco Systems Inc 1.4
Tesla Motors Inc 1.4
Johnson & Johnson 1.3
Denali Holding Inc 1.3
Verizon Communications Inc 1.2
Alphabet Inc 1.2
Amgen Inc 1.1
Wal Mart Stores Inc 1.0
AbbVie Inc 0.9
Bristol Myers Squibb Co 0.9
Consolidated Edison Inc 0.9
Salesforce Com Inc 0.8
Corning Inc /NY 0.8
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 261 36.2
(b) Individuals (high net worth individuals) 53 165.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 474 202.0
By Discretionary
Discretionary 452 188.2
Non-Discretionary 22 13.8
Total 474 202.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 202.0
Total 474 202.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001943004]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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Maxele Advisors LLC
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Kraematon Investment Advisors Inc
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Sterling Manor Financial LLC
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Blue Capital Inc
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