# 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.

- CRD: 291192
- Filed as: LONGVIEW FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291192
- AdvisorCensus page: https://advisorcensus.com/firm/longview-financial-advisors-llc-san-rafael-ca-291192

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Investment Advisors, LLC
- Charles Schwab & Co., Inc.

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: $383,874,981
- Discretionary: $318,399,505
- Non-discretionary: $65,475,476

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $16,033,311 |
| High net worth individuals | 72 | $302,997,411 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $57,624,405 |
| Charitable organizations | 3 | $6,522,557 |
| Corporations or other businesses not listed above | 2 | $697,297 |

### 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NE, NH, NJ, NY, TX, VA
- 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
- San Rafael, CA

### Websites listed on Form ADV (Item 1.I)
- [longviewfin.com](https://longviewfin.com)
- LinkedIn @longview-financial-advisor

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $260,206,554 | 2 | March 15, 2021 |
| October 2022 | $270,885,760 | 2 | June 22, 2022 |
| October 2023 | $262,676,696 | 2 | May 16, 2023 |
| October 2024 | $318,872,791 | 2 | March 27, 2024 |
| October 2025 | $351,244,265 | 2 | April 3, 2025 |
| October 2026 | $383,874,981 | 2 | May 6, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longview Financial Advisors, LLC (CRD 291192): Form ADV filing data as of October 2026.