Longview Financial Advisors, Inc.
- Regulatory AUM
- $208M
- Discretionary
- $208M
- Clients
- 182
- Avg AUM / client
- $1.1M
- Accounts
- 619
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 112 | $49.1M | 23.6% |
| High net worth individuals | 70 | $158M | 75.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $520K | 0.25% |
| Charitable organizations | Fewer than 5 clients | $978K | 0.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| West, Larry, Knight | Retired Owner | Jan 2002 (25y) | 10% – 25% | |
| Jessica Hovis Smith | Chief Compliance Officer, President | CFP | May 2008 (18y) | 10% – 25% |
| Cedarholm, Jeffrey, Roland | Retired Owner | Jan 2010 (17y) | 10% – 25% | |
| Phillip Andrew Gipner | Financial Advisor, Owner | CFP | Mar 2014 (12y) | 10% – 25% |
| Charles Wesley Johnson | Chief Investment Officer, Owner | Jun 2017 (9y) | 10% – 25% | |
| Jones, Jeffrey, Wayne | Director Of Financial Planning, Vice President | Jan 2021 (6y) | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $188M (90% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗