Longview Financial Advisors, Inc.

Overview

Longview Financial Advisors, Inc. is an SEC registered investment adviser based in Huntsville, AL, registered since 2005. It reports $208M in assets under management across 619 accounts, with 7 employees. It has 3 investment adviser representatives.

Reported AUM

$208M

Discretionary

100%

Accounts

619

Average account

$336K

Employees

7

Advisory reps

3

Registered since

2005

Jurisdictions

6

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Jessica Hovis Smith Chief Compliance Officer, President CRD 5492682
• Jeffrey Roland Cedarholm Chairman of the Board CRD 4581070
• Charles Wesley Johnson Chief Investment Officer CRD 6899678

2 more executive officers, with direct contact details

Advisory reps 3 of 3

• Phillip Andrew Gipner Investment Adviser Rep CRD 6307240
• Charles Wesley Johnson Investment Adviser Rep CRD 6899678
• Jessica Hovis Smith Insurance Agent · Investment Adviser Rep CRD 5492682

Location

Headquarters

4245 Balmoral Dr SW Ste 306
Huntsville, AL 35801

County

Madison

Metro area

Huntsville, AL

Region

South

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: longviewfa.com

Every state, with registration dates

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