Longview Financial Advisors, Inc.
● SEC registered since 2005CRD 122451SEC# 801-64122Huntsville, AL
Reg. AUM
$208.2M
Employees
7
Accounts
619
Location
Huntsville, AL
Longview Financial Advisors, Inc. assets under management
Longview Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Huntsville, AL. The firm has been registered since 2005. It reports $208.2 million in regulatory assets under management and employs 7 people.
Longview Financial Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Wesley Johnson Control | Chief Investment Officer | 10-25% | 2017 |
| Jeffrey Roland Cedarholm | Retired Owner | 10-25% | 2010 |
| Jessica Hovis Smith Control | Chief Compliance Officer, President | 10-25% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Longview Financial Advisors, Inc. manage?
Longview Financial Advisors, Inc. reports $208.2 million in regulatory assets under management on its Form ADV.
How many employees does Longview Financial Advisors, Inc. have?
Longview Financial Advisors, Inc. reports 7 employees.
Where is Longview Financial Advisors, Inc. located?
Longview Financial Advisors, Inc. is based in Huntsville, AL and has been SEC-registered since 2005.
Does Longview Financial Advisors, Inc. disclose fund performance?
Longview Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4245 Balmoral Drive, Suite 306, Huntsville, AL 35801 |
| Phone | 256-534-1196 |
| Fax | 256-539-9529 |
| Office hours | 8:00 a.m. - 4:30 p.m. M-Th 8:00 a.m. - 12:00 p.m. Fri |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.2M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$208.2Mregulatory AUM
Discretionary $208.1MNon-discretionary $68K