{
  "crd_number": 291192,
  "slug": "longview-financial-advisors-llc-san-rafael-ca-291192",
  "primary_business_name": "LONGVIEW FINANCIAL ADVISORS, LLC",
  "legal_name": "LONGVIEW FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "San Rafael",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-01-05",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-05-06",
  "carried_forward": false,
  "raum_total": 383874981.0,
  "raum_discretionary": 318399505.0,
  "raum_non_discretionary": 65475476.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6522557.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 16033311.0,
      "count": 46
    },
    "pension_profit_sharing": {
      "raum": 57624405.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 302997411.0,
      "count": 72
    },
    "corporations_other_businesses": {
      "raum": 697297.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NE",
    "NH",
    "NJ",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/longview-financial-advisor",
    "https://longviewfin.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291192",
  "city_as_filed": "SAN RAFAEL",
  "url": "https://advisorcensus.com/firm/longview-financial-advisors-llc-san-rafael-ca-291192",
  "display_name": "Longview Financial Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Longview Financial Advisors, LLC (CRD 291192): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Longview Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Longview Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Longview Financial Advisors, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Longview Financial Advisors, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Longview Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Longview Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291192."
    },
    {
      "q": "How much does Longview Financial Advisors, LLC manage?",
      "a": "Longview Financial Advisors, LLC reports $383,874,981 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (83% discretionary)."
    },
    {
      "q": "How have Longview Financial Advisors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Longview Financial Advisors, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Longview Financial Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Longview Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Longview Financial Advisors, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Longview Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 260206554.0,
      "total_employees": 2,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 270885760.0,
      "total_employees": 2,
      "filing_date": "2022-06-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 262676696.0,
      "total_employees": 2,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 318872791.0,
      "total_employees": 2,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 351244265.0,
      "total_employees": 2,
      "filing_date": "2025-04-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 383874981.0,
      "total_employees": 2,
      "filing_date": "2026-05-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $2,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$2,000,000 to $5,000,000",
        "rate": "0.5%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.4%"
      },
      {
        "band": "Above $10,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 2000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 2000000.0,
          "max": 5000000.0,
          "rate_pct": 0.5
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.4
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Ascensus Investment Advisors, LLC",
      "name_as_filed": "ASCENSUS INVESTMENT ADVISORS, LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/longview-financial-advisors-llc-san-rafael-ca-291192.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 46,
      "fewer_than_5": false,
      "raum": 16033311.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 302997411.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 57624405.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 6522557.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 697297.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/291192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}