Derek Long
Financial advisor at Intelligence Driven Advisers, LLC · Murrieta, CA
Last updated 2026-10-10
Claim your profileDerek Long is a financial advisor at Intelligence Driven Advisers, LLC in Murrieta, CA, CRD 7790533. Licenses and exams on the registration: Series 65. IAPD registration began 2023-08-23.
Registration
- CRD number
- 7790533
- Registration status
- Active
- IAPD registration
- 2023-08-23
- Industry Experience
- 3 years
- Work Experience
- 19 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2023-07 to Present · Intelligence Driven Advisers · Murrieta, CA
- 2007-07 to 2019-07 · Cl Olson and Associates Dba. Irvine Welding · Irvine, CA
- 2015-11 to 2019-09 · Signature Real Estate Group · Murrieta, CA
- 2019-09 to Present · Derek Long Realtor Corp. · Murrieta, CA
Current employment
- Intelligence Driven Advisers, LLC · Carlsbad, CA
Intelligence Driven Advisers, LLC
- Regulatory AUM
- $881,932,987
- Registered advisors
- 16
- Offices
- 5
- Clients per advisor
- 41.3 (Low)
- Average AUM per client
- $1.3M (Low)
- High-net-worth client ratio
- 63.8% (High)
Intelligence Driven Advisers, LLC: advisors, services and reported ETF investments
About
Derek Long is a financial advisor at Intelligence Driven Advisers, LLC in Murrieta, CA. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 19 years of reported work history.
Intelligence Driven Advisers, LLC's firm-level Form ADV reports 16 advisors across 5 offices; approximately 41.3 clients per advisor, average assets per client of $1,336,262, and regulatory AUM of $881.9M; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $506.5M across 66 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Derek Long personally.
Reported ETF positions
Intelligence Driven Advisers reports 66 ETF positions worth $506.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFUS — Dimensional U.S. Equity Market ETF | $104.8M |
| IWY — iShares Russell Top 200 Growth ETF | $59.8M |
| QEFA — State Street SPDR MSCI EAFE StrategicFactors ETF | $59.4M |
| IUSB — iShares Core Universal USD Bond ETF | $47M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $43.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Intelligence Driven Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $1.7M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $43.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $7.3M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | FRDM — Freedom 100 Emerging Markets ETF | $15.8M | Top 95.1% | Replicability (R²) 74.2% · Residual Sharpe 0.16 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Intelligence Driven Advisers, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
25220 Hancock Ave., Murrieta, CA 92562
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (888) 401-2083
- Website: financialdetox.com
Official record
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