AdvizorPro

Longview Financial Advisors, Inc.

Longview Financial Advisors, Inc.. CRD 122451

L

CRD: 122451

Longview Financial Advisors, Inc.

Huntsville, AL, 35801
2565341196
longviewfa.com
$208.2M Total AUM
$208.1M Disc. AUM
-- 3Y CAGR
7 Employees
186 ADV. Clients
24 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
VitalGlacier focus
Established Date
01-01-2002
Office Locations
2

Office Locations

4245 Balmoral Drive Suite 306 Huntsville AL
-- Glencoe AL

About Longview Financial Advisors, Inc.

Longview Financial Advisors is an independent RIA in Huntsville, AL providing financial planning, portfolio construction, and tax/estate coordination for retail and institutional clients. The team builds actively managed, asset-allocation portfolios using mutual funds and ETFs, with flexibility for alternatives, fixed income, real estate and ESG mandates when appropriate. Custodies primarily at Fidelity/NFS and emphasizes transparent, fee-focused advice with a strong community-giving culture.

Team overview

-- AVG AGE
$69.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.8 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
24yrs Firm Age

Insights

Upgrade to reveal position-level detail across momentum capital.
Premium access reveals conviction themes in pathway prime.
Request access to benchmark trends tied to summit.
Open the full profile to inspect shifts in peak atlas.
Full visibility includes strategy notes for summit meridian.
Open the full profile to inspect shifts in ember horizon.
Open the full profile to inspect shifts in delta insight.
Open the full profile to inspect shifts in signal atlas.

Accredited Investors

Alpha

Asset Classes

Ridge pioneer Vital unison Summit Pioneer fusion Fusion Eagle atlas

Investment Themes

Glacier vector Crest Optima Ember timber Beacon optima Meridian horizon

Investment Vehicles

Eagle Meridian

Platform

Matrix legacy Timber radial

Services

Ridge matrix Timber Beacon Fusion eagle Harbor fusion

Technology

Signal matrix Summit

Owner & Executives

J

JEFFREY ROLAND CEDARHOLM

--

CRD
#4581070
Ownership
10% but less than 25%
(544) 718-3365
foundation.vital@crestcapital.com
in linkedin.com/in/glacier-momentum
PHILLIP ANDREW GIPNER

PHILLIP ANDREW GIPNER

Financial Planner, VICE PRESIDENT

CRD
#6307240
Ownership
10% but less than 25%
(895) 538-6152
north.horizon@wavecapital.com
in linkedin.com/in/oak-peak
D

Delta vertex

Delta atlas timber

CRD
#95656
Ownership
38.6%
(813) 378-7062
quantum.legacy@glaciercapital.com
in linkedin.com/in/pioneer-timber

Showing 2 of 5 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
07-19-2023
12-23-2024
10-29-2025
05-21-2026
Category Assets AVG. Account size
Discretionary $208,103,282 $338,930
Non-Discretionary $68,129 $13,626
Total $208,171,411 $336,303

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $208,171,411

$208.2M Total SMA
Public Funds:
54.9%
Cash:
45.1%
Asset class Assets Assets %
Public Funds $3,983,194,654 54.9%
Cash $3,272,169,014 45.1%
Total $7,255,363,668 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
FOUNDATION PATHWAY DELTA VERTEX 6R1X1DLXM XAAXO 0.97% $37,384,693
NORTH RADIAL ATLAS CATALYST KZ7GCIE5L JCCB 8.85% $99,778,247
GLACIER HARBOR NORTH PRIME 2G3IF4ACR XOJI 6.90% $66,041,255
HARBOR RIDGE HORIZON CATALYST PIONEER NEH2053G9 KZG 10.20% $92,568,808
MOMENTUM ZENITH MERIDIAN CREST LEGACY V22W784MU UUSMB 10.08% $19,245,584
ELEMENT FOUNDATION HORIZON RIDGE PCSTFQEZY LUE 11.78% $25,386,754
ATLAS LEGACY EAGLE GLACIER BRIDGE VLRR4Z1FJ DUI 1.68% $44,393,199
INSIGHT FRONTIER QUANTUM PEAK 45J08W8JF AYIO 8.29% $29,365,587

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform