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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-2018
- Office Locations
- 1
Office Locations
About Longview Financial Advisors, LLC
Longview Financial Advisors provides financial planning and investment management, helping clients build long-term strategies with a measured, research-driven approach. Portfolios are implemented primarily with low-cost funds and ETFs, supported by transparent reporting. The team brings 30+ years of experience and works across retail and institutional relationships, including Schwab custody.
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Investment Themes
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Owner & Executives
TIMOTHY CHARLES HARRINGTON
Financial Advisor, Managing Member
- CRD
- #2595897
- Ownership
- 75% or more
COLLEEN LUX HARRINGTON
Certified Financial Planner, Chief Compliance Officer
- CRD
- #7247403
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,399,505 | $763,548 |
| Non-Discretionary | $65,475,476 | $13,095,095 |
| Total | $383,874,981 | $909,656 |
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Separately Managed Accounts
Total SMA Asset: $383,874,981
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,873,490,983 | 38.2% |
| Equity - Exchange | $544,391,359 | 11.1% |
| Cash | $2,486,544,314 | 50.7% |
| Total | $4,904,426,656 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL EAGLE | INSIGHT VECTOR | RWS4EKUSR | XNPF | 11.52% | $11,860,098 |
| EMBER ATLAS FRONTIER | EMBER GLACIER | PB847PTR9 | BIEQ | 12.31% | $94,365,904 |
| MATRIX EMBER | PRIME RIDGE | X171F2KBL | XKZ | 9.86% | $68,790,790 |
| FOUNDATION ELEMENT FOCUS | PATHWAY RIDGE | HV9Y888IV | LYJLT | 6.95% | $16,511,806 |
| EMBER PRIME INSIGHT | MATRIX SUMMIT | UXMDVG6A6 | GRN | 1.62% | $104,211,291 |
| ELEMENT CATALYST | TIMBER SUMMIT | 2P8CZPDHI | DMEJQ | 11.46% | $73,367,423 |
| WAVE MERIDIAN | OPTIMA VALUE | OXIL2M93A | VJLGX | 1.15% | $108,371,838 |
| VITAL BRIDGE | SUMMIT FRONTIER | UEZIVXXTI | JQEIN | 4.39% | $79,234,335 |