9AT: LONGVIEW FINANCIAL ADVISORS, LLC

LONGVIEW FINANCIAL ADVISORS, LLC

LONGVIEW FINANCIAL ADVISORS, LLC

Adviser Profile

As of Date	05/06/2026
Registration	SEC, Approved, 01/05/2018
Contact Info	415 xxxxxxx
Websites

AUM^*	383,874,981 9%
of that, discretionary	318,399,505 8%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	909,656 11%
% High Net Worth	57.60% 1%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

318M 273M 227M 182M 136M 91M 45M

2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Longview Financial Advisors, LLC. (“Longview” or “the Firm”) was founded in 2018. The principal owner of the firm is Timothy C. Harrington. The Chief Compliance Officer is Ashleigh Swayze. Investment Management and Advisory Services Longview provides personalized financial planning and investment management to individuals, pension and profit- sharing plans, trusts, estates, charitable organizations, and small businesses. In many cases, financial planning is part of the investment advisory services. We provide investment services in accordance with the investment objectives of each client. We assess client goals, resources, and risk tolerance at the outset, to develop a set of guidelines applied to account management on a discretionary basis. We evaluate investment objectives and goals in the course of client reviews, and in the interim when clients bring changes in their circumstances to our attention. Longview provides investment advice and makes final investment decisions and brokerage selection under a limited power of attorney. The client always maintains asset control as their accounts

are held by a qualified custodian. Longview does not take custody of or act as a custodian of client assets. Longview also provides investment advisory services to institutional ERISA retirement plans that assists plan sponsors in creating processes documentation that allows them to meet their fiduciary obligations. These services may include the development of an investment policy statement, plan reviews, plan fee/cost reviews, vendor selection, assessment of investments and participant education. For these types of accounts, in very limited circumstances, Longview may provide investment management services on a non-discretionary basis, which means Longview will manage the clients’ accounts as the Firm does for its discretionary clients as described above, except Longview will consult with the client prior to implementing any investment recommendation. Longview does not participate in a wrap fee program. As of February 2024, Longview has a total of $318,872,791 in assets under management. Of that total, $59,845,699 in assets are managed in eight non-discretionary accounts.