{
  "crd_number": 139727,
  "slug": "long-view-financial-services-inc-139727",
  "primary_business_name": "LONG VIEW FINANCIAL SERVICES, INC",
  "legal_name": "LONG VIEW FINANCIAL SERVICES, INC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2006-09-19",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 66346429.0,
  "raum_discretionary": 66346429.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 26174937.0,
      "count": 50
    },
    "high_net_worth_individuals": {
      "raum": 40171492.0,
      "count": 21
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "WA"
  ],
  "websites": [
    "https://longviewfinancialservices.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139727",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/long-view-financial-services-inc-139727",
  "display_name": "Long View Financial Services, Inc",
  "summary": "Long View Financial Services, Inc is a state-registered investment advisory firm, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Long View Financial Services, Inc (CRD 139727): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Long View Financial Services, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Long View Financial Services, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Long View Financial Services, Inc registered with the SEC or a state?",
      "a": "Long View Financial Services, Inc is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139727."
    },
    {
      "q": "How much does Long View Financial Services, Inc manage?",
      "a": "Long View Financial Services, Inc reports $66,346,429 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Long View Financial Services, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (21)."
    },
    {
      "q": "Does Long View Financial Services, Inc report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139727"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/long-view-financial-services-inc-139727.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 50,
      "fewer_than_5": false,
      "raum": 26174937.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 40171492.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139727",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}