Longview Financial Advisors, Llc
- Regulatory AUM
- $384M
- Discretionary
- $318M
- Clients
- 125
- Avg AUM / client
- $3.1M
- Accounts
- 422
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $16.0M | 4.18% |
| High net worth individuals | 72 | $303M | 78.9% |
| Pension and profit sharing plans | 2 | $57.6M | 15.0% |
| Charitable organizations | 3 | $6.5M | 1.7% |
| Corporations and other businesses | 2 | $697K | 0.18% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Charles Harrington | Managing Member | CFP | Nov 2017 (9y) | 75% or more |
| Colleen Lux Harrington | Chief Compliance Officer | CFP | Oct 2024 (2y) | Less than 5% |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 946 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $318M (83% of AUM) May 2026
- Ascensus Investment Advisors, Llc $57.6M (15% of AUM) May 2026
- Ascensus Broker Dealer Services, Llc $42.8M (16% of AUM) Nov 2023
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 06, 2026.
View current Form ADV (SEC/IAPD) ↗