Thomas Long
Keel & Long Financial Management · Greenville, North Carolina
Thomas Long is a fee-only financial advisor at Keel & Long Financial Management in Greenville, North Carolina. Keel & Long Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Keel & Long Financial Management |
|---|---|
| Based in | Greenville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $75M across 161 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5905132 |
| Exams passed | Series 63 (2011) · Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.keelandlong.com |
How Thomas's firm compares
- Keel & Long Financial Management's average account is about $466,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Thomas
Is Thomas Long a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Keel & Long Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Keel & Long Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Long based?
Thomas Long is based in Greenville, North Carolina.
Is Thomas Long registered with the SEC?
Yes. Thomas Long is registered as an investment adviser representative in NC (CRD 5905132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keel & Long Financial Management manage?
Keel & Long Financial Management reports $75M across 161 accounts in assets under management.
How do I contact Thomas Long?
Through Thomas's website, www.keelandlong.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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