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LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451File 801-64122
APPROVED
Retail clients
Custody
Filing as of May 21, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.LONGVIEWFA.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 188 | 182 | decreased by6 |
| Apr 1, 2026 | AUM | $195,484,022 | $208,171,411 | increased by$12,687,389 |
| Apr 1, 2026 | Accounts | 678 | 619 | decreased by59 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 208 | 188 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $192,209,730 | $195,484,022 | increased by$3,274,292 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 695 | 678 | decreased by17 |
| Apr 1, 2022 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2022 | Clients | 194 | 208 | increased by14 |
| Apr 1, 2022 | AUM | $184,842,692 | $192,209,730 | increased by$7,367,038 |
| Apr 1, 2022 | Accounts | 700 | 695 | decreased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LONGVIEW FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LONGVIEW FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.