Longview Financial Advisors, Inc.

RIASEC Registered

Total AUM

$208M

Discretionary

$208M

100% of AUM

Avg account

$336K

Accounts

619

Employees

Advisory reps

Firm details

Headquarters: Huntsville, Alabama
CRD number: 122451
Registered since: March 31, 2005
Website: longviewfa.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.69%
Individuals23.59%
Charitable Organizations0.47%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Longview Financial Advisors, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2005. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and client education through publications and workshops. Its fee model combines a percentage-of-assets approach with fixed-fee engagements. Longview identifies as an active ESG investor and integrates ESG considerations into its investment approach. Longview also produces periodicals and runs educational seminars, indicating a client-facing advisory model that emphasizes ongoing guidance and communication rather than acting as a capital allocator or large institutional manager.