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Chief Investment Officer · Fiducient Advisors LLC

BRAD L. LONG

CRD 5358362 · Named on Form ADV at 6 SEC-registered advisers

At a glance

Fiducient Advisors LLC, an SEC-registered asset manager based in Chicago, IL with $97.5 billion in regulatory assets, lists BRAD L. LONG on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name BRAD at 5 other registered advisers.

Firms and roles

  • Fiducient Advisors LLCChief Investment OfficerAsset manager · Chicago, IL · $98B in regulatory assets
  • Wealthspire Retirement AdvisoryChief Investment Officer - Wealthspire InstitutionalAsset manager · Aliso Viejo, CA · $39B in regulatory assets
  • Wealthspire AdvisorsChief Investment OfficerWealth manager · New York, NY · $34B in regulatory assets
  • Sellwood Investment Partners LLCChief Investment Officer - Wealthspire InstitutionalAsset manager · Portland, OR · $2.3B in regulatory assets
  • Axia AdvisoryChief Investment Officer - Wealthspire InstitutionalAsset manager · Indianapolis, IN · $1.9B in regulatory assets
  • Fi3 Financial Advisors, LLCChief Investment OfficerWealth manager · Indianapolis, IN · $1.1B in regulatory assets

AtlasMembers

BRAD’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
6 firmsLocked
Control-person status
6 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (30)

25 more people named with BRAD on the same filings, with titles and firms. Free in Atlas with a free account.

See all 30 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For BRAD’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.