# Longview Financial Advisors, Inc.

> Longview Financial Advisors, Inc. is an SEC-registered investment advisory firm in Huntsville, AL, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 122451
- Filed as: LONGVIEW FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Huntsville, AL
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122451
- AdvisorCensus page: https://advisorcensus.com/firm/longview-financial-advisors-inc-huntsville-al-122451

## Quick answers

**How is Longview Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Longview Financial Advisors, 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.

**Where is Longview Financial Advisors, Inc. located?**
Longview Financial Advisors, Inc.'s principal office is in Huntsville, AL, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Longview Financial Advisors, Inc. registered with the SEC or a state?**
Longview Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 122451.

**How much does Longview Financial Advisors, Inc. manage?**
Longview Financial Advisors, Inc. reports $208,171,411 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**How have Longview Financial Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Longview Financial Advisors, Inc.: Regulatory assets under management: $184,842,692 in the October 2021 data and $208,171,411 in the October 2026 data, up 13%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Longview Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (70).

**Which custodians does Longview Financial Advisors, Inc. use?**
Longview Financial Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Longview Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122451

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $208,171,411
- Discretionary: $208,103,282
- Non-discretionary: $68,129

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $49,107,718 |
| High net worth individuals | 70 | $157,565,504 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $520,316 |
| Charitable organizations | Fewer than 5 | $977,873 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Brentwood, TN

### Websites listed on Form ADV (Item 1.I)
- [longviewfa.com](https://longviewfa.com)
- Facebook @longviewfa
- Instagram @longviewfa
- LinkedIn @longviewfa
- YouTube @UCxrJ4-6Sjx4va91_pftxwHA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,842,692 | 7 | June 25, 2021 |
| October 2022 | $192,209,730 | 9 | March 22, 2022 |
| October 2023 | $171,154,042 | 7 | July 19, 2023 |
| October 2024 | $180,533,743 | 6 | March 28, 2024 |
| October 2025 | $195,484,022 | 6 | July 24, 2025 |
| October 2026 | $208,171,411 | 7 | May 21, 2026 |

Regulatory assets under management: $184,842,692 in the October 2021 data and $208,171,411 in the October 2026 data, up 13%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longview Financial Advisors, Inc. (CRD 122451): Form ADV filing data as of October 2026.