AdvisorCensus / Financial advisors / California / San Francisco / Longview Financial Advisors, LLC
Longview Financial Advisors, LLC is an SEC-registered investment advisory firm in San Rafael, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.
Quick answers
From the filingHow is Longview Financial Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Longview Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Longview Financial Advisors, LLC charge?
Its Form ADV Part 2A brochure dated February 12, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.75% a year; $2,000,000 to $5,000,000: 0.5% a year; $5,000,000 to $10,000,000: 0.4% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Longview Financial Advisors, LLC located?
Longview Financial Advisors, LLC's principal office is in San Rafael, CA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Longview Financial Advisors, LLC registered with the SEC or a state?
Longview Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291192.
How much does Longview Financial Advisors, LLC manage?
Longview Financial Advisors, LLC reports $383,874,981 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (83% discretionary).
How have Longview Financial Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Longview Financial Advisors, LLC: Regulatory assets under management: $260,206,554 in the October 2021 data and $383,874,981 in the October 2026 data, up 48%. Total employees: 2 in October 2021 and 2 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, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (72); individuals (other than high net worth individuals) (46); charitable organizations (3).
Which custodians does Longview Financial Advisors, LLC use?
Longview Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Investment Advisors, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Longview Financial Advisors, LLC 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/291192
Does Longview Financial Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 12, 2026 says: "Longview generally requires a minimum of $2 million in managed assets for new advisory client relationships. At Longview’s sole discretion, account minimums may be waived."
What changed in Longview Financial Advisors, LLC's recent Form ADV filings?
In the June 2026 filing data: Registered or notice-filed in VA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $2,000,000 | 0.75% |
| $2,000,000 to $5,000,000 | 0.5% |
| $5,000,000 to $10,000,000 | 0.4% |
| Above $10,000,000 | See the brochure |
The brochure's wording
Clients are charged an annual management fee based on account size according to the following schedule:
For the first $1,000,000 of assets under management, the annual percentage fee is 1.00% of these assets.
For assets under management greater than $1,000,000 and up to $2,000,000, the fee is 0.75% of these assets.
For assets under management greater than $2,000,000 and up to $5,000,000, the fee is 0.50% of these assets.
For assets under management greater than $5,000,000 and up to $10,000,000, the fee is 0.40% of these assets.
Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Longview generally requires a minimum of $2 million in managed assets for new advisory client relationships. At Longview’s sole discretion, account minimums may be waived.
As stated in the firm's Form ADV Part 2A brochure dated February 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$383,874,981 as of October 2026, filing dated May 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $383,874,981 | 2 | May 6, 2026 |
| October 2025 | $351,244,265 | 2 | April 3, 2025 |
| October 2024 | $318,872,791 | 2 | March 27, 2024 |
| October 2023 | $262,676,696 | 2 | May 16, 2023 |
| October 2022 | $270,885,760 | 2 | June 22, 2022 |
| October 2021 | $260,206,554 | 2 | March 15, 2021 |
Regulatory assets under management: $260,206,554 in the October 2021 data and $383,874,981 in the October 2026 data, up 48%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Registered or notice-filed in VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Longview Financial Advisors, LLC (CRD 291192): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/longview-financial-advisors-llc-san-rafael-ca-291192