{"url":"https://nivawealth.com/firms/longview-financial-advisors-122451","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/122451","regulatoryAum":208171411,"crd":"122451","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6307240","suffix":null,"lastName":"GIPNER","firstName":"PHILLIP","middleName":"ANDREW"},{"crd":"6899678","suffix":null,"lastName":"Johnson","firstName":"Charles","middleName":"Wesley"},{"crd":"5492682","suffix":null,"lastName":"SMITH","firstName":"JESSICA","middleName":"HOVIS"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-25","regulatoryAum":184842692,"clients":194,"employees":7,"offices":3},{"filedOn":"2022-03-22","regulatoryAum":192209730,"clients":208,"employees":9,"offices":2},{"filedOn":"2023-07-19","regulatoryAum":171154042,"clients":209,"employees":7,"offices":3},{"filedOn":"2024-03-28","regulatoryAum":180533743,"clients":195,"employees":6,"offices":2},{"filedOn":"2025-07-24","regulatoryAum":195484022,"clients":188,"employees":6,"offices":4},{"filedOn":"2026-05-21","regulatoryAum":208171411,"clients":182,"employees":7,"offices":5}],"acquisitions":[{"date":"2010-01-01","datePrecision":"year","name":"Longview (Jeff Cedarholm's practice, merged with West Financial Consulting, Inc.)","crd":null,"source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://businessalabama.com/new-leadership-at-the-helm-of-longview-financial/"}],"secFileNumber":"801-64122","legalName":"Longview Financial Advisors, Inc.","displayName":"Longview Financial Advisors","slug":"longview-financial-advisors-122451","website":"https://longviewfa.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/122451/8f2792bfd90e6e7d-r1.webp","tone":"light","width":443,"height":200,"sourceUrl":"https://longviewfa.com/","sourceLabel":"Longview Financial Advisors, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/longviewfa/","founded":"1994","organization":"Alabama corporation","fiscalYearEnd":"December","headquarters":{"street":"4245 Balmoral Drive, Suite 306","city":"Huntsville","state":"AL","stateName":"Alabama","country":"United States","postalCode":"35801"},"tradeNames":[],"registration":{"secApproved":"31 March 2005","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1135567.1538461538,"staff":{"employees":7,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":208171411,"discretionary":208103282,"discretionaryAccounts":614,"nonDiscretionary":68129,"nonDiscretionaryAccounts":5,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":112,"regulatoryAum":49107718},{"label":"High-net-worth individuals","clients":70,"regulatoryAum":157565504},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":520316},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":977873}],"feePrograms":[{"role":"main","program":"Investment advisory fee (assets under management)","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045844","versionId":1045844,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-05-20","documentName":"ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Planning only engagement","summary":"Planning-only engagements are an annual, proposal-based fee with a minimum of $10,000, billed quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045844","versionId":1045844,"submittedOn":"2026-05-20","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:37:57.278526+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045844","versionId":1045844,"submittedOn":"2026-05-20"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":187541020}],"custodyNote":"Longview Financial Advisors has custody of $32.9M in client assets for 47 clients.","otherCustodians":[],"leadership":[{"name":"Phillip Gipner","title":"Vice President","crd":"6307240"},{"name":"Jessica Smith","title":"Chief Compliance Officer, President","crd":"5492682"},{"name":"Jeffrey Cedarholm","title":"Retired Owner","crd":"4581070"},{"name":"Charles Johnson","title":"Chief Investment Officer","crd":"6899678"},{"name":"Larry West","title":"Retired Owner","crd":"2625178"}],"ownership":[{"label":"Larry West","detail":"Retired owner in the 10% to 25% ownership band, since January 2002."},{"label":"Jeffrey Cedarholm","detail":"Retired owner in the 10% to 25% ownership band, since January 2010."},{"label":"Jessica Smith","detail":"Chief compliance officer, president in the 10% to 25% ownership band and a control person, since January 2012."},{"label":"Charles Johnson","detail":"Chief investment officer in the 10% to 25% ownership band and a control person, since June 2017."},{"label":"Phillip Gipner","detail":"Vice president in the 10% to 25% ownership band and a control person, since May 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":3},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Alabama","offices":1,"addresses":[{"street":"4245 Balmoral Drive, Suite 306","city":"Huntsville","headquarters":true}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"104 East Park Drive","city":"Brentwood"}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"256-534-1196","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":96},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"21 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/122451/PDF/122451.pdf","brochureDate":"20 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045844","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Longview Financial Advisors have?","answer":"Longview Financial Advisors has 182 clients and manages $208 million for them, as of May 2026. They include 112 individual clients and 70 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Longview Financial Advisors offer?","answer":"Longview Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Longview Financial Advisors charge?","answer":"Longview Financial Advisors charges 0.50%–1.00% a year for its Investment advisory fee (assets under management). The fee is billed in arrears and is negotiable.","source":"ADV PART 2A, filed 20 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Longview Financial Advisors use?","answer":"Longview Financial Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $188M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Longview Financial Advisors have?","answer":"Longview Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Longview Financial Advisors invest in?","answer":"At the end of its last fiscal year, Longview Financial Advisors’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Longview Financial Advisors?","answer":"Longview Financial Advisors’ direct owners are Larry West, Jeffrey Cedarholm, Jessica Smith, Charles Johnson and Phillip Gipner, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 21 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Longview Financial Advisors get paid?","answer":"Longview Financial Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Longview Financial Advisors?","answer":"Longview Financial Advisors’ main office is at 4245 Balmoral Drive, Suite 306, Huntsville, AL 35801. Its phone number is 256-534-1196. Its website is longviewfa.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/longview-financial-advisors-122451/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-06","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1786915/000178691526000003/0001786915-26-000003-index.html","totalValue":170978376,"positionCount":43,"top10Share":0.7411924183909666,"top10":[{"issuer":"ISHARES MSCI INTL QUALITY FACTOR ETF","titleOfClass":"ETF","cusip":"46434V456","value":16271592,"shares":328406,"shareType":"SH","priorValue":14935126,"priorShares":323061},{"issuer":"CAMBRIA FOREIGN SHAREHOLDER YIELD ETF","titleOfClass":"ETF","cusip":"132061300","value":14894369,"shares":408176,"shareType":"SH","priorValue":14806961,"priorShares":396597},{"issuer":"PACER US CASH COWS 100 ETF","titleOfClass":"ETF","cusip":"69374H881","value":14461589,"shares":232491,"shareType":"SH","priorValue":13959321,"priorShares":223134},{"issuer":"INVESCO S&P 500 GARP ETF","titleOfClass":"ETF","cusip":"46137V431","value":13881926,"shares":113518,"shareType":"SH","priorValue":11805964,"priorShares":109700},{"issuer":"PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF","titleOfClass":"ETF","cusip":"69374H873","value":13736697,"shares":329969,"shareType":"SH","priorValue":13712608,"priorShares":323105},{"issuer":"FREEDOM 100 EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"02072L607","value":13458663,"shares":184625,"shareType":"SH","priorValue":9698435,"priorShares":177464},{"issuer":"FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF","titleOfClass":"ETF","cusip":"886364231","value":12452014,"shares":450393,"shareType":"SH","priorValue":10463677,"priorShares":438361},{"issuer":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","titleOfClass":"ETF","cusip":"02072L565","value":11093815,"shares":94746,"shareType":"SH","priorValue":9411197,"priorShares":80928},{"issuer":"HORIZON KINETICS INFLATION BENEFICIARIES ETF","titleOfClass":"ETF","cusip":"53656F623","value":9339758,"shares":187257,"shareType":"SH","priorValue":9225479,"priorShares":177208},{"issuer":"SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF","titleOfClass":"ETF","cusip":"82889N566","value":7137453,"shares":240644,"shareType":"SH","priorValue":8127435,"priorShares":229783}],"positionsListed":43,"positions":[{"issuer":"ISHARES MSCI INTL QUALITY FACTOR ETF","titleOfClass":"ETF","cusip":"46434V456","value":16271592,"shares":328406,"shareType":"SH","priorValue":14935126,"priorShares":323061},{"issuer":"CAMBRIA FOREIGN SHAREHOLDER YIELD ETF","titleOfClass":"ETF","cusip":"132061300","value":14894369,"shares":408176,"shareType":"SH","priorValue":14806961,"priorShares":396597},{"issuer":"PACER US CASH COWS 100 ETF","titleOfClass":"ETF","cusip":"69374H881","value":14461589,"shares":232491,"shareType":"SH","priorValue":13959321,"priorShares":223134},{"issuer":"INVESCO S&P 500 GARP ETF","titleOfClass":"ETF","cusip":"46137V431","value":13881926,"shares":113518,"shareType":"SH","priorValue":11805964,"priorShares":109700},{"issuer":"PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF","titleOfClass":"ETF","cusip":"69374H873","value":13736697,"shares":329969,"shareType":"SH","priorValue":13712608,"priorShares":323105},{"issuer":"FREEDOM 100 EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"02072L607","value":13458663,"shares":184625,"shareType":"SH","priorValue":9698435,"priorShares":177464},{"issuer":"FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF","titleOfClass":"ETF","cusip":"886364231","value":12452014,"shares":450393,"shareType":"SH","priorValue":10463677,"priorShares":438361},{"issuer":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","titleOfClass":"ETF","cusip":"02072L565","value":11093815,"shares":94746,"shareType":"SH","priorValue":9411197,"priorShares":80928},{"issuer":"HORIZON KINETICS INFLATION BENEFICIARIES ETF","titleOfClass":"ETF","cusip":"53656F623","value":9339758,"shares":187257,"shareType":"SH","priorValue":9225479,"priorShares":177208},{"issuer":"SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF","titleOfClass":"ETF","cusip":"82889N566","value":7137453,"shares":240644,"shareType":"SH","priorValue":8127435,"priorShares":229783},{"issuer":"SIMPLIFY MANAGED FUTURES STRATEGY ETF","titleOfClass":"ETF","cusip":"82889N699","value":6143527,"shares":236837,"shareType":"SH","priorValue":6236897,"priorShares":206383},{"issuer":"IMGP DBI MANAGED FUTURES STRATEGY ETF","titleOfClass":"ETF","cusip":"53700T827","value":5546587,"shares":181207,"shareType":"SH","priorValue":4515366,"priorShares":149763},{"issuer":"KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF","titleOfClass":"ETF","cusip":"500767652","value":3520641,"shares":127935,"shareType":"SH","priorValue":3796110,"priorShares":134613},{"issuer":"STATE STREET SPDR S&P 500 ETF","titleOfClass":"ETF","cusip":"78462F103","value":3347497,"shares":4483,"shareType":"SH","priorValue":2915109,"priorShares":4482},{"issuer":"INVESCO RUSSELL 1000 EQUAL WEIGHT ETF","titleOfClass":"ETF","cusip":"46138E420","value":2611570,"shares":44074,"shareType":"SH","priorValue":2428310,"priorShares":44070},{"issuer":"ELI LILLY & CO COM","titleOfClass":"Stock","cusip":"532457108","value":1916689,"shares":1598,"shareType":"SH","priorValue":1469792,"priorShares":1598},{"issuer":"F/M US TREASURY 3 MONTH BILL FUND","titleOfClass":"ETF","cusip":"74933W452","value":1842903,"shares":36962,"shareType":"SH","priorValue":2459682,"priorShares":49331},{"issuer":"DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF","titleOfClass":"ETF","cusip":"25434V781","value":1678475,"shares":41826,"shareType":"SH","priorValue":1649148,"priorShares":41814},{"issuer":"INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF","titleOfClass":"ETF","cusip":"46138J619","value":1659393,"shares":24211,"shareType":"SH","priorValue":1464247,"priorShares":24355},{"issuer":"CAMBRIA SHAREHOLDER YIELD ETF","titleOfClass":"ETF","cusip":"132061201","value":1519409,"shares":19212,"shareType":"SH","priorValue":1415462,"priorShares":18770},{"issuer":"AVANTIS U.S. SMALL CAP VALUE ETF","titleOfClass":"ETF","cusip":"025072877","value":1476856,"shares":11838,"shareType":"SH","priorValue":1309008,"priorShares":11849},{"issuer":"AKRE FOCUS ETF","titleOfClass":"ETF","cusip":"74316P579","value":1394855,"shares":26224,"shareType":"SH","priorValue":1364164,"priorShares":25812},{"issuer":"STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF","titleOfClass":"ETF","cusip":"78463X541","value":1321538,"shares":19634,"shareType":"SH","priorValue":1463099,"priorShares":19594},{"issuer":"VANGUARD MID-CAP ETF","titleOfClass":"ETF","cusip":"922908629","value":1222793,"shares":15177,"shareType":"SH","priorValue":1094727,"priorShares":3811},{"issuer":"SIMPLIFY MBS ETF","titleOfClass":"ETF","cusip":"82889N525","value":1185019,"shares":24150,"shareType":"SH","priorValue":1203064,"priorShares":24323},{"issuer":"VANGUARD VALUE ETF","titleOfClass":"ETF","cusip":"922908744","value":1124050,"shares":5158,"shareType":"SH","priorValue":1011872,"priorShares":5157},{"issuer":"ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF","titleOfClass":"ETF","cusip":"46434V266","value":1085211,"shares":25068,"shareType":"SH","priorValue":1047248,"priorShares":25059},{"issuer":"INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF","titleOfClass":"ETF","cusip":"46137V365","value":591610,"shares":6039,"shareType":"SH","priorValue":633659,"priorShares":5788},{"issuer":"ISHARES CORE S&P 500 ETF","titleOfClass":"ETF","cusip":"464287200","value":591454,"shares":790,"shareType":"SH","priorValue":524244,"priorShares":802},{"issuer":"INVESCO S&P 500 EQUAL WEIGHT ETF","titleOfClass":"ETF","cusip":"46137V357","value":478220,"shares":2248,"shareType":"SH","priorValue":431244,"priorShares":2247},{"issuer":"SOUTHERN CO COM","titleOfClass":"Stock","cusip":"842587107","value":414004,"shares":4326,"shareType":"SH","priorValue":417125,"priorShares":4321},{"issuer":"DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF","titleOfClass":"ETF","cusip":"25434V203","value":405364,"shares":9827,"shareType":"SH","priorValue":382860,"priorShares":9827},{"issuer":"INVESCO S&P MIDCAP MOMENTUM ETF","titleOfClass":"ETF","cusip":"46137V464","value":377200,"shares":2217,"shareType":"SH","priorValue":320349,"priorShares":2209},{"issuer":"GALLAGHER ARTHUR J & CO COM","titleOfClass":"Stock","cusip":"363576109","value":344814,"shares":1502,"shareType":"SH","priorValue":325303,"priorShares":1502},{"issuer":"DOMINION ENERGY INC COM","titleOfClass":"Stock","cusip":"25746U109","value":341177,"shares":4996,"shareType":"SH","priorValue":308853,"priorShares":4996},{"issuer":"ISHARES S&P 500 GROWTH ETF","titleOfClass":"ETF","cusip":"464287309","value":314594,"shares":2287,"shareType":"SH","priorValue":258496,"priorShares":2285},{"issuer":"WALMART INC COM","titleOfClass":"Stock","cusip":"931142103","value":293331,"shares":2590,"shareType":"SH","priorValue":321453,"priorShares":2586},{"issuer":"PHILIP MORRIS INTL INC COM","titleOfClass":"Stock","cusip":"718172109","value":289456,"shares":1600,"shareType":"SH","priorValue":264544,"priorShares":1600},{"issuer":"INVESCO NASDAQ 100 ETF","titleOfClass":"ETF","cusip":"46138G649","value":284446,"shares":939,"shareType":"SH","priorValue":221191,"priorShares":930},{"issuer":"ISHARES S&P 500 VALUE ETF","titleOfClass":"ETF","cusip":"464287408","value":260677,"shares":1148,"shareType":"SH","priorValue":241459,"priorShares":1143},{"issuer":"STATE STREET ENERGY SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y506","value":244784,"shares":4609,"shareType":"SH","priorValue":282347,"priorShares":4609},{"issuer":"LOCKHEED MARTIN CORP COM","titleOfClass":"Stock","cusip":"539830109","value":217591,"shares":427,"shareType":"SH","priorValue":258136,"priorShares":427},{"issuer":"XCEL ENERGY INC COM","titleOfClass":"Stock","cusip":"98389B100","value":204765,"shares":2550,"shareType":"SH","priorValue":202572,"priorShares":2550}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}