Fee-OnlyFinder

Langdon Financial Management, INC.

Hourly fees in Springfield, IL

State registeredNo commissions reported

Call (217) 546-6524Send a messageMap ↗

Public-record details

Address
2500 Kipling Drive, Springfield, IL 62711
Phone
(217) 546-6524
Listed under
Hourly fees, % of assets managed
CRD number
123017
Registration
State registered: IL
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Other (Small Amount of 12b-1 Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$82.0 million
Accounts managed
307
Clients reported (Form ADV 5.D)
307
Individual / high-net-worth clients
297 / 10
Employees
0
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-11

State registered (IL) investment adviser, CRD 123017, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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