Longview Financial Advisors, Inc.
Longview Financial Advisors, Inc. is an SEC-registered wealth manager in Huntsville, AL with $208.2M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Longview Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122451, SEC 801-64122, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $208.2M (2026-05-21)
- Firm type
- Wealth Manager
- Location
- Huntsville, AL
- Employees
- 7
- Clients
- 182
- CRD
- 122451
- Ownership
- CEDARHOLM, JEFFREY, ROLAND; WEST, LARRY, KNIGHT; SMITH, JESSICA, HOVIS; Johnson, Charles, Wesley; Jones, Jeffrey, Wayne
How much AUM does Longview Financial Advisors, Inc. have?
Longview Financial Advisors, Inc. reported $208.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Longview Financial Advisors, Inc.?
Disclosed owners and executives of Longview Financial Advisors, Inc. include CEDARHOLM, JEFFREY, ROLAND, WEST, LARRY, KNIGHT, SMITH, JESSICA, HOVIS, Johnson, Charles, Wesley, Jones, Jeffrey, Wayne. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.