# Long View Financial Services, Inc

> 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.

- CRD: 139727
- Filed as: LONG VIEW FINANCIAL SERVICES, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139727
- AdvisorCensus page: https://advisorcensus.com/firm/long-view-financial-services-inc-139727

## Quick answers

**How is Long View Financial Services, Inc compensated?**
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.

**Is Long View Financial Services, Inc registered with the SEC or a state?**
Long View Financial Services, Inc is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139727.

**How much does Long View Financial Services, Inc manage?**
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).

**What types of clients does Long View Financial Services, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (21).

**Does Long View Financial Services, Inc report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $66,346,429
- Discretionary: $66,346,429
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $26,174,937 |
| High net worth individuals | 21 | $40,171,492 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139727

### Websites listed on Form ADV (Item 1.I)
- longviewfinancialservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Long View Financial Services, Inc (CRD 139727): Form ADV filing data as of October 2026.