L
Longview Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,000,000
Total clients
35
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$1,657,143
About
Longview Investment Management, LLC is a sole‑owner, discretionary investment adviser that primarily serves individual and high‑net‑worth clients, managing about $58 million across 35 accounts. The firm provides portfolio management on a percentage‑of‑AUM basis, typically with a $1,000,000 account minimum, and does not participate in wrap fee programs.
Longview employs fundamental analysis to construct concentrated, long‑term oriented equity portfolios, selecting roughly 10–25 holdings from a research universe of up to 100 names and, where appropriate, may include fixed income, money market funds or covered calls. The adviser emphasizes dividend growth, tax‑aware loss harvesting and monthly account reviews while managing all client accounts on a discretionary basis.
Operationally, the principal also provides investment research and strategy services under an independent contractor arrangement (approximately 30 hours per week) and recommends institutional custody and trading services through Schwab, receiving access to institutional research and practice‑management support. Those institutional relationships, together with the firm’s concentrated, higher‑volatility strategy and the brochure’s disclosure of potential ERISA and soft‑dollar conflicts, are notable features that differentiate Longview from many solo practitioners.
Client services
Portfolio management
Expertise
Concentrated stock management
Tax-loss harvesting
Active portfolio management
Fee options
$0 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.0% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.5%
Account minimum: $1,000,000
Main office location
Longview Investment Management
Fairfax CA, United States
Number of offices
1
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
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