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Sara Lynne Long

JOSEPH CAPITAL MANAGEMENT, LLC·HERNANDO, Florida
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2450 N. CITRUS HILLS BLVD., HERNANDO, FL 34442-5348CRD# 5620605Firm CRD# 116156
01

About

Sara Lynne Long is a registered financial advisor based in HERNANDO, Florida, affiliated with JOSEPH CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JOSEPH CAPITAL MANAGEMENT, LLC
JOSEPH CAPITAL MANAGEMENT, LLC
AUM
$146M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at JOSEPH CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5620605
Firm CRD# 116156
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sara Lynne Long offer?
Sara Lynne Long specializes in Financial Planning, Investment Management. Contact their office in HERNANDO, Florida for a consultation.
What are Sara Lynne Long's credentials?
Sara Lynne Long is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Lynne Long located?
Sara Lynne Long is based in HERNANDO, Florida, working with JOSEPH CAPITAL MANAGEMENT, LLC. Their office serves clients in the HERNANDO metropolitan area and surrounding communities.
How does Sara Lynne Long charge for services?
Sara Lynne Long's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOSEPH CAPITAL MANAGEMENT, LLC?
JOSEPH CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HERNANDO
Michael Joseph Tringali — JOSEPH CAPITAL MANAGEMENT, LLCEdward Serra — JCM ADVISORS OF CRYSTAL RIVER, LLCRonald Alan Rhoades — JOSEPH CAPITAL MANAGEMENT, LLC
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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