PPrivate Fund Data Log in Join · $37/mo

Longview Financial Advisors, Inc.

● SEC registered since 2005CRD 122451SEC# 801-64122Huntsville, AL
Export (members)
Reg. AUM
$195.5M
Employees
6
Accounts
678
Location
Huntsville, AL

Longview Financial Advisors, Inc. assets under management

Longview Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Huntsville, AL. The firm has been registered since 2005. It reports $195.5 million in regulatory assets under management and employs 6 people.
www.longviewfa.comView on SEC.gov ↗

Longview Financial Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Charles Wesley Johnson ControlChief Investment Officer10-25%2017
Jeffrey Roland CedarholmRetired Owner10-25%2010
Jessica Hovis Smith ControlChief Compliance Officer, President10-25%2012
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Longview Financial Advisors, Inc. manage?

Longview Financial Advisors, Inc. reports $195.5 million in regulatory assets under management on its Form ADV.

How many employees does Longview Financial Advisors, Inc. have?

Longview Financial Advisors, Inc. reports 6 employees.

Where is Longview Financial Advisors, Inc. located?

Longview Financial Advisors, Inc. is based in Huntsville, AL and has been SEC-registered since 2005.

Does Longview Financial Advisors, Inc. disclose fund performance?

Longview Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4245 Balmoral Drive, Suite 306, Huntsville, AL 35801
Phone256-534-1196
Fax256-539-9529
Office hours8:00 a.m. - 4:30 p.m. M-Th 8:00 a.m. - 12:00 p.m. Fri
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$195.4M
Non-discretionary$85K
Total (RAUM)$195.5M