Longview Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$195,484,022
Total clients
188
33% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
63
Average account size
$1,039,809
About
Longview Financial Advisors, Inc. provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary advisory services as well as pension consulting and planning-only engagements.
Longview employs a research-driven, multi-asset class approach that uses mutual funds, ETFs, fixed income, real assets, and selective alternatives, and places client objectives into an Investment Policy Statement (IPS) that guides ongoing supervision and tactical adjustments. The firm operates on a fee-only, percentage-of-AUM basis across service models and treats cash as an asset class while seeking to manage portfolios across five risk categories.
Distinctive features include operating from five offices—uncommon for a firm of its adviser size—and maintaining client communications through periodicals/newsletters and educational seminars or workshops. The employee-owned firm also provides ERISA fiduciary pension consulting, offers due diligence and recommendations for unaffiliated private funds and limited cryptocurrency exposure only with client authorization, and provides client reporting access through third‑party portals such as Black Diamond and ByAllAccounts.
Client services
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.65% $5,000,000+: 0.50%
Account minimum: $250,000 minimum for Investment Only model; $750,000 minimum for Capstone model; Planning Only model has no stated asset minimum but a minimum fee Minimum fee: Capstone model minimum fee of $7,500 annually; Investment Only model minimum fee of $2,500 annually; Planning Only model minimum fee of $7,500 annually Fee-only: Fee-only basis for discretionary or non-discretionary investment advisory services; no commissions or referral fees accepted
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Longview Financial Advisors, Inc.
4245 Balmoral Drive, Suite 306
Huntsville AL 35801, United States
Number of offices
5
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