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| Longview Financial Advisors LLC
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| CRD # | 291192 |
| SEC # | 801-112241 |
| CIK # | 0001786915, 0002076077 |
| AUM | 383.9 M (2026-05-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-256-7700 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/12/2026) [Brochure] |
|---|
Item 5 - Fees and Compensation
The client’s agreement establishes the specific manner in which Longview charges fees.
Investment Management and Advisory Services
Longview bases its fees on a percentage of assets under management. Longview bills its clients quarterly in arrears
based on the net market value of managed assets on the last calendar day of the prior quarter.
Clients are charged an annual management fee based on account size according to the following schedule:
Annualized Investment Management Fees
For the first $1,000,000 of assets under management, the annual percentage fee
is 1.00% of these assets.
For assets under management greater than $1,000,000 and up to $2,000,000, the
fee is 0.75% of these assets.
For assets under management greater than $2,000,000 and up to $5,000,000, the
fee is 0.50% of these assets.
For assets under management greater than $5,000,000 and up to $10,000,000,
the fee is 0.40% of these assets.
For assets under management over $10,000,000, the fee is negotiable. For
accounts under $500,000, a minimum annual fee of $5,000 may apply.
This means that if your annual fee is 1.00%, then each quarter we will multiply the value of your account by 1.00%,
then divide by 4 to calculate our fee, with adjustments made for flows in and out during the quarter. In calculating
the market value of a client’s assets, assets allocated to cash or a cash proxy, such as a money market account, will
be included in the calculation of assets under management.
Upon termination, fees will be billed on a pro rata basis for the portion of the quarter completed. The portfolio
value at the date of termination is used as the basis for the fee computation, adjusted for the number of days during
the billing quarter prior to termination. Investment management fees are negotiable at Longview’s sole discretion.
Longview does not deduct fees from clients’ assets without their explicit written authorization.
Financial Planning Services Fees. Financial planning services are generally included in the above-referenced
Investment Management fee schedule. In rare cases, with prior client agreement, Longview may charge an
additional fee for financial planning services for consultation and advice provided beyond the normal scope of
advisory services described above. These fees are negotiable and will vary depending on the complexity of the
services provided.
Mutual Fund and Exchange Traded Fund (ETFs) Fees. All fees paid to Longview for investment advisory services are
separate and distinct from the fees and expenses charged by mutual funds and exchange traded funds to their
shareholders. Each fund’s prospectus describes their fees and expenses. These fees will generally include a
management fee, other fund expenses, and possibly a distribution fee. Longview typically uses no-load, or load
waived mutual funds in client portfolios to avoid initial or deferred sales charges that might otherwise be present.
A client could invest in a mutual fund directly without the services of Longview. Accordingly, the client should review
both the fees charged by the funds, and the fees charged by Longview, to understand fully the total amount of fees
the client will pay and to evaluate our advisory services.
Transaction Costs and Brokerage Fees. All fees paid to Longview for investment advisory services are separate and
distinct from transaction fees charged by broker dealers associated with the purchase and sale of equity securities
and mutual funds. Please see the section of this Brochure titled “Brokerage Practices” for a description of the factors
that Longview considers in selecting or recommending broker-dealers for client transactions and determining the
reasonableness of their compensation (e.g., commissions).
Other Fees. All fees paid to Longview for investment advisory services are separate and distinct from service charges
or account maintenance fees that may be charged by custodians. As described in more detail below in the section
of this Brochure titled “Brokerage Practices,” Schwab does not charge separately for custody services for Longview
client accounts maintained in its custody.
Neither Longview nor any individual acting on behalf of Longview accepts compensation for the sale of securities
or other investment products to our clients.
Item 6 Performance Fees
Longview does not charge any performance-based fees (fees based on a share of capital gains on or capital
appreciation of the assets of a client). |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/12/2026) [Brochure] |
|---|
Item 7 Types of Clients Longview generally provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. Client relationships vary in scope and length of service. Longview generally requires a minimum of $2 million in managed assets for new advisory client relationships. At Longview’s sole discretion, account minimums may be waived. |
| CIK | Period |
|---|---|
| 0001786915 0002076077 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 16.0 |
| (b) Individuals (high net worth individuals) | 72 | 303.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 57.6 |
| (h) Charitable organizations | 3 | 6.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 383.9 |
| By Discretionary | ||
| Discretionary | 417 | 318.4 |
| Non-Discretionary | 5 | 65.5 |
| Total | 422 | 383.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 381.5 | |
| Total | 422 | 383.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001786915] | |
| 13F-HR | [0002076077] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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