FAQ: Longleaf Capital Group Launch on Arkadios Platform

What is Longleaf Capital Group and how was it formed?

Longleaf Capital Group is an independent wealth management firm formed by combining two elite advisory teams from Morgan Stanley and Merrill Lynch, with over $2 billion in assets under advisement on the Arkadios Capital platform.

Why did these teams leave major financial institutions to form this new group?

They left to gain independence and flexibility through the hybrid RIA model while still offering institutional-quality tools and support for their clients through the Arkadios platform.

What services does Longleaf Capital Group offer?

They offer full-service capabilities including financial and retirement planning, institutional retirement plan consulting, estate and tax strategies, alternative investments, insurance solutions, liquidity event planning, and philanthropic advisory.

Who are the founding partners of Longleaf Capital Group?

The founding partners include Todd P. Thornell, Sr., Cory A. Singletary, C. Thomas Lee, George M. Liddon, Jonathan D. Lee, and Lee E. Forehand, bringing over 175 years of combined experience from Morgan Stanley and Merrill Lynch.

What is Arkadios Capital and what role does it play?

Arkadios Capital is an independent broker-dealer that provides the infrastructure and resources for Longleaf Capital Group to operate as entrepreneurs while offering institutional-quality tools and support to clients.

Where is Longleaf Capital Group based?

The firm is based in Dothan, Alabama.

What expertise and credentials do the team members possess?

The team includes two former CPAs, four Certified Financial Planner professionals, and specialists with advanced designations in institutional retirement plans, estate planning, and tax optimization.

Why is this combination of teams considered significant in the wealth management industry?

This is considered a rare move as it involves elite teams from competing global wirehouses uniting, reflecting a growing national trend of top advisors leaving large banks for independent models.

What types of clients does Longleaf Capital Group serve?

They serve high-net-worth individuals, families, and institutions, having built long-term relationships and guided clients through multiple market cycles and complex estate and tax matters.