LongView Wealth Management, Inc. (hereinafter referred to as “LongView” or “we”) is an investment advisory firm offering a variety of advisory services customized to your individual needs. A. LongView was created in 1978 and is organized as a corporation. Larry Quinton Fisher is our CEO and Jennifer Stewart is our President. B. LongView offers the following advisory services. Each of the services is more fully described below.
• Asset Management
• Initial and/or Periodic Financial Planning and Asset Allocation Services
• Divorce Planning Services
• Analysis, Recommendation and Monitoring of Third-Party Managed Programs C. LongView tailors the advisory services it offers to you to meet your individual needs. LongView will ask for financial documents and have you complete a data gathering questionnaire which will assist LongView with obtaining information about your financial situation and history. Additionally, LongView will meet with you in person or virtually to discuss your goals and timelines which will assist LongView in providing you with the services requested and pertinent to your financial situation. Documents frequently requested will include but not limited to:
• Financial Statements
• Tax Records
• Cash flow analysis
• Other applicable financial information required by LongView in order to provide the investment advisory services requested. D. As of December 31, 2022, we managed approximately $864,624,622.00 of client assets on discretionary basis and $15,792,181.00 on non-discretionary basis totaling $880,416,844.00 regulatory assets under management. E. Asset Management Services LongView offers continuous and ongoing asset management services based on a client’s individual needs. LongView has arrangements with multiple broker/dealers to offer clients custodial services and enable LongView to manage client’s assets. Please refer to the disclosures in Item 12 for additional information about the relationship between LongView and the broker/dealers. Accounts are managed by LongView on a discretionary or non-discretionary basis as agreed to between the client and LongView. For the accounts managed on a discretionary basis, you will give LongView the authority to determine the securities to be purchased and sold in the account and alter the securities holdings from time to time, without prior consultation with you. Such discretionary authority will be granted in the Client Agreement executed by you and LongView. If you elect to have your accounts managed on a nondiscretionary basis, no changes will be made to the allocation of your account without prior consultation with you and your expressed agreement. LongView primarily uses open-ended mutual funds, ETF’s, stocks, and bonds. Clients are advised that transactions that occur in the account such as account reallocations and rebalancing can trigger a taxable event for the client. However, note that LongView does not provide tax advice and you are encouraged to consult a tax professional to evaluate any tax implications. F. LongView offers Advisory Services through the following programs:
• LongView Wealth Management Program Wrap
• LongView Wealth Management Program Non-Wrap
• LongView Wealth Management Financial Planning Engagement
• Divorce Planning
• Third-Party Money Managers
• Envestnet
• Frontier LongView Wealth Management Program (Wrap) LongView uses a wrap program which for a management fee will include LongView’s charge for managing your account as well as ticket charges assessed by the custodian for transactions placed in your account. Be aware the custodian does charge other fees which will not be covered by the wrap fee. A full list of charges assessed by the custodian is available for your review provided by the custodian. Typically, a wrap program is more suitable for clients who will have more frequent trading in securities for which the custodian charges transaction fees. Custodial services are made available through Schwab Institutional a division of Charles Schwab & Co., Inc. (“Schwab”) and National Financial Services LLC or Fidelity Brokerage Services LLC (“Fidelity”), both of which are a registered broker/dealer and member SIPC. Refer to Item 12 for additional information about Schwab and Fidelity. LongView Wealth Management Program (Non-Wrap) LongView uses a non-wrap program which for a management fee will only include LongView’s charge for managing your account. Transaction fees in the form of ticket charges will be assessed by the custodian for transactions placed in your account. Be aware the custodian does charge other fees and a full list of charges assessed by the custodian is available for your review provided by the custodian. Typically, a non-wrap program is more suitable for clients who will have more less frequent trading in securities for which the custodian charges transaction fees. Custodial services are made available through Schwab Institutional a division of Charles Schwab & Co., Inc. (“Schwab”) and National Financial Services LLC or Fidelity Brokerage Services LLC (“Fidelity”), both of which are a registered broker/dealer and member SIPC. Refer to Item 12 for additional information about Schwab and Fidelity. Initial and/or Periodic Financial Planning and Asset Allocation Services Initial and/or Periodic Financial Planning Advisory Services include the initial writing and formulation of a personal financial plan. Services may be inclusive or limited, as agreed. Periodic Financial Planning Advisory Services include the design, construction, asset allocation, implementation, and monitoring of investment portfolios. Miscellaneous Services include evaluation, analysis, and recommendations concerning specific, isolated financial planning problems or investment decisions. LongView furnishes financial planning advice by way of incidental consultations. These consultations can contain advice about securities and are not included in any manner described above. Asset allocation services include the design, construction of an asset allocation and periodic monitoring of the account. If LongView or your LongView Advisory Representative is not the representative of record on the account, the client will be responsible for implementation of the designed asset allocation plan. Further, unless duplicate statements and confirmation can be sent by the account custodian to LongView it will be the client’s responsibility to provide at least quarterly statements to LongView. These services are periodic and are not meant to be considered or held out as continuous and ongoing asset management services. Advice will be provided upon the request of the client or as a result of a market event. The above services can be combined. Our advice will be based on information, documents, and risk guidelines which clients provide. During the financial planning process, LongView works with clients to define personal goals, evaluate existing financial circumstances and develop coordinated strategies to meet financial objectives. The client may, at his or her discretion, choose to implement the plan with LongView. Implementation of the plan requires LongView to work closely with the client's attorney, accountant,

banker, or other trusted financial advisors. Finally, LongView can work with the client to review and update their plan on a regular basis. The Financial Plan includes written presentation of client objectives and goals, a summary of assumptions used in preparing financial analyses, a summary of significant events occurring during the planning period, a discussion addressing each of the client's objectives, and assessing his or her ability to achieve each goal, and recommendations detailing the steps the clients must take to achieve the financial objectives. Financial analyses are devised in applicable areas of tax planning, budgeting, children's education, retirement planning, insurance and disability protection, estate planning, investments and business planning. Financial planning services are based on the client’s financial situation at the time and are based on financial information disclosed by the client to LongView. Clients are advised certain assumptions are made with respect to interest and inflation rates and use of past trends and performance of the market and economy. However, past performance is in no way an indication of future performance. LongView cannot offer any guarantees or promises that client’s financial goals and objectives will be met. Further, client must continue to review any plan and update the plan based upon changes in the client’s financial situation, goals, or objectives or changes in the economy. Should client’s financial situation or investment goals or objectives changes, clients must notify LongView promptly of these changes. Once the client receives written recommendations, it is client’s decision alone to implement the recommendations, either completely, in part, or not at all. Divorce Planning (Consulting) Certain Advisory Representatives of Long View offer divorce-consulting services. Services will include but will not be limited to summary of income and expenses (pre and post-divorce), summary of present financial position (community and separate property), options regarding division of property, projected net worth (post-divorce), projected cash flow (post-divorce), recommended financial plan, expert witness regarding financial matters, all post-divorce services related to the divorce. Third-Party Managed Programs LongView and its Advisory Representative(s) provide asset allocation advice through various third-party fund management programs, such as Envestnet and Frontier. Advisory Representative will assist the client in selecting a suitable investment portfolio and asset allocation strategy that will be used by the program sponsor to properly allocate the client’s assets in the investment portfolio. Advisory Representative provide initial and ongoing client education concerning the asset allocation strategy selected by client, explain rebalancing guidelines utilized with the investment allocation strategy selected and meet with client periodically to discuss changes in client’s investment objectives and risk tolerance. The investment portfolio will be created by the program sponsor, which typically determines the funds included in the portfolio it creates, the specific asset allocations within each portfolio, and rebalances the portfolio periodically. The program sponsor will periodically change the relative allocations among funds in the portfolio. The third party will generally determine the minimum investment amount for client participation. Disclosure of the third-party manager’s minimum account requirements will be disclosed in the third- party manager’s disclosure brochure. Clients are advised that third-party managed programs can be more or less expensive than if the client obtained services directly from the third-party manager or obtained services separately. It is important to read the third-party manager’s Disclosure Brochure before entering into a third-party program. Held-Away Accounts We use a third-party platform (Pontera) to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion. The platform allows us to avoid being considered to have custody of Client funds since we do not have direct access to Client log-in credentials to affect trades. We are not affiliated with the platform in any way and receive no compensation from them for using their platform. A link will be provided to the Client allowing them to connect an account(s) to the platform Once client account(s) is connected to the platform, Adviser will review the current account allocations. When deemed necessary, Adviser will rebalance the account considering client investment goals and risk tolerance, and any change in allocations will consider current economic and market trends. The goal is to improve account performance over time and manage internal fees that harm account performance. Client account(s) will be reviewed al least quarterly, and allocation changes will be made as deemed necessary. General Information You are advised the investment recommendations and advice offered by LongView are not legal, tax or accounting advice. You should coordinate and discuss the impact of financial advice with your attorney and/or accountant. You are advised that it is necessary to inform LongView promptly with respect to any changes in your financial situation and investment goals and objectives. Failure to notify LongView of any such changes could result in investment recommendations not meeting your needs. Advisory Representatives recommend to clients the use of various share classes of mutual funds including no transaction fee funds. This will create conflicts of interest as the IAR will be incentivized to recommends funds which will not charge them a ticket charge for wrap accounts and is not necessarily in your best interest. Generally, clients should select the lowest cost available share class for wrap accounts. For Non-Wrap accounts a client should weigh the benefit of not paying a ticket charge with the increased cost for the share class. Clients are advised of the following: 1. Class I shares generally have lower internal expenses and no upfront fees. There may be minimums to utilize this share class. 2. No Transaction fee funds typically have higher internal expenses that can outweigh the benefits of not paying a ticket charge. Disclosure of the costs and expenses of various share classes is contained in the prospectus. Clients should read the prospectus prior to investing. The cost to the client will vary depending on the type of share class of mutual funds purchased, amount of trading, and amount of service requested by the client. Clients are advised that clients will continue to pay internal expenses of the mutual fund even after the termination of the advisory agreement. It is important to consider and evaluate the internal costs. Though internal costs are not evident on statements and confirmations, such costs and expenses should be considered along with the advisory fee you pay LongView, when determining your total cost of investing. There is no assurance that the level of experience and service each individual IAR provides is uniform. LongView clients can pay more or less for the same service due to the experience, time required to complete plan and sophistication of its Financial Planner.