Longview Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 19, 2026, reports $384M in regulatory assets under management, 2 employees, 2 offices, and 422 accounts.
Top client segmentHNWI represent 57.6% of total clients.
Top client categories% of clientsClients
1
HNWI
57.6%
72
2
Individuals
36.8%
46
3
Charitable
2.4%
3
4
Pension Plans
1.6%
2
5
Corporations
1.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$384Mas of February 19, 2026
Discretionary82.9%
$318M
83% of total RAUM82.9%
Non-discretionary17.1%
$65M
17% of total RAUM17.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$384M
Total Accounts422
10Y AUM Change+$384M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee63:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.