SourcingSourcing

LONGVIEW FINANCIAL ADVISORS, INC.

C39
CRD 122451·SEC 801-64122·HUNTSVILLE, AL
AUM
$208.2M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$625K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONGVIEW FINANCIAL ADVISORS, INC.
CRD
122451
SEC file #
801-64122
EIN
030457793
DBA names
—

Economics

AUM
$208.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$149.4M → $208.2M▲ +39%
Client mix
Individuals Other112
Individuals High Net Worth70

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
HUNTSVILLE AL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
longviewfa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GIPNER, PHILLIP, ANDREW
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
GIPNER, PHILLIP, ANDREW
Johnson, Charles, Wesley
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LONGVIEWFA.COM
Rdap Domain Creation Date
2008-02-05T15:37:42Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001786915
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2024-08-14
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001786915-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
4245 BALMORAL DRIVE SOUTHWESTSUITE 306HUNTSVILLE, AL 35801
Business
4245 BALMORAL DRIVE SOUTHWESTSUITE 306HUNTSVILLE, AL 35801
Edgar EIN
030457793
Edgar Recent Filings
13F-HR2026-04-20 · 0001786915-26-000002
13F-HR2026-02-02 · 0001786915-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-05T15:37:42Z
Rdap Domain Last Changed
2026-02-06T17:00:57Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6307240
Trust Company Affiliate
No

People (5)

5
Johnson, Charles, Wesley
IAR · Direct Owner · 17.5%
6899678
GIPNER, PHILLIP, ANDREW
IAR · Direct Owner · 17.5%
6307240
SMITH, JESSICA, HOVIS
IAR · Direct Owner · 17.5%
5492682
JEFFREY ROLAND CEDARHOLM
Direct Owner · 17.5%
4581070
LARRY KNIGHT WEST
Direct Owner · 17.5%
2625178