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LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451File 801-64122
APPROVED
Retail clients
Custody
Filing as of May 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$208.2M
Below cohort median (national)
Discretionary AUM
$208.1M
Non-discretionary $68K
Clients
182
619 accounts
Employees
7
Bottom 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 31, 2005
- Principal office
- 4245 BALMORAL DRIVE, SUITE 306, HUNTSVILLE, AL, 35801
- Phone
- 256-534-1196
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $208.2M
- Discretionary AUM
- $208.1M
- Non-discretionary AUM
- $68K
- Discretionary accounts
- 614
- Non-discretionary accounts
- 5
- Total accounts
- 619
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $978K |
| High net worth individuals | 70 | $157.6M |
| Pension and profit sharing plans | Fewer than 5 | $520K |
| Individuals (other than high net worth individuals) | 112 | $49.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.