Data / Investment advisers / Alabama / Longview Financial Advisors, Inc.
Longview Financial Advisors, Inc., Huntsville, AL: $208 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Longview Financial Advisors, Inc. is an SEC registered investment adviser with its main office in Huntsville, Alabama and reports $208 million in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 122451
- SEC file number
- 801-64122
- SEC status
- Approved, effective March 31, 2005
- Main office
- 4245 Balmoral Drive Suite 306, Huntsville, AL 35801
- Phone
- (256) 534-1196
- Regulatory AUM
- $208,171,411 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $208,103,282
- Non discretionary AUM
- $68,129
- Accounts
- 619
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $157.6 million |
| Individuals (other than high net worth individuals) | 112 | $49.1 million |
| Charitable organizations | Fewer than 5 | $977,873 |
| Pension and profit sharing plans | Fewer than 5 | $520,316 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $208.2 million | March 25, 2026 |
| December 1, 2025 | $195.5 million | October 29, 2025 |
Other advisers in Alabama
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wilkins Miller Wealth Management, LLC | Mobile | $257.5 million | Not listed | adviserinfo.sec.gov |
| 6th Street Advisors, LLC | Daphne | $256.5 million | Not listed | adviserinfo.sec.gov |
| Blalock Williams, LLC | Alexander City | $242.6 million | Not listed | adviserinfo.sec.gov |
| New Capital Partners | Birmingham | $232.6 million | 5 | adviserinfo.sec.gov |
| Approach Retirement Advisors, LLC | Birmingham | $227.5 million | Not listed | adviserinfo.sec.gov |
| Frugal Financial Retirement Plan Services, LLC | Mobile | $194.9 million | Not listed | adviserinfo.sec.gov |
| Southern Capital Services Inc | Daphne | $192.5 million | Not listed | adviserinfo.sec.gov |
| Colarion | Mountain Brook | $188.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alabama
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Longview Financial Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.