Longview Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,468,475
Total clients
34
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$249,073
About
LongView Investment Management LLC is an independent, state-registered advisory firm operating as a solo practice with roughly $7.5 million in discretionary assets and about 33 client relationships. It provides discretionary portfolio management for individuals as well as charitable organizations and corporations, and also offers both project-based and ongoing comprehensive financial planning services.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive implementation—index mutual funds and ETFs—to construct diversified asset-class allocations with an emphasis on low turnover and tax efficiency. Fundamental and cyclical analysis are described as secondary inputs, and the adviser generally manages client accounts on a discretionary basis guided by each client’s investment policy statement.
What distinguishes LongView from many single-advisor independents is its explicit acceptance of institutional-type clients (charitable and corporate) in addition to individual households, a relatively uncommon service mix for a firm of this size. The principal maintains a CFA designation and prior institutional investment experience, and the firm uses institutional custodial platforms (including participation in a major custodial program and an alternative digital custodian) while following written processes for fee billing and limited disbursement authority.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project Based Financial Planning fixed fee range: $300 - $20,000; Comprehensive Financial Planning upfront fee: $300 - $4,000, plus ongoing monthly fee: $100 - $500
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Main office location
Longview Investment Management LLC
Omaha NE, United States
Number of offices
1
Most active in
Longview Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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