# Longview Financial, Inc.

> Longview Financial, Inc. is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 4, 2023.

- CRD: 116365
- Filed as: LONGVIEW FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: January 4, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116365
- AdvisorCensus page: https://advisorcensus.com/firm/longview-financial-inc-116365

## Quick answers

**How is Longview Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Longview Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Longview Financial, Inc. registered with the SEC or a state?**
Longview Financial, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 116365.

**How much does Longview Financial, Inc. manage?**
Longview Financial, Inc. reports $9,366,454 in regulatory assets under management in its Form ADV filing dated January 4, 2023 (0% discretionary).

**What types of clients does Longview Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (3).

**Does Longview Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116365

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,366,454
- Discretionary: $0
- Non-discretionary: $9,366,454

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,485,286 |
| High net worth individuals | 3 | $7,881,168 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longview Financial, Inc. (CRD 116365): Form ADV filing data as of October 2026.