$24.9M Total AUM
$24.9M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal bridge
- Established Date
- 08-18-1995
- Office Locations
- 1
Office Locations
740 Florida Central Parkway, Suite 2000 Longwood FL
About Longview, Inc.
LongView, Inc. is a Florida-registered, fee-only RIA serving Central Florida individuals and retirees with fiduciary financial planning and disciplined, low-cost portfolio management. The firm emphasizes tax efficiency, diversification, and ongoing monitoring/rebalancing, and commonly implements portfolios using ETFs and mutual funds. Custodied at Schwab; founded in 1995.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$327.1K AVG AUM / CLIENT
30.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Vital Crest
Custodian
Capital matrix
Investment Themes
Glacier
Investment Vehicles
Ember alpha Beacon quantum
Services
Signal Summit Signal Prime
Technology
Crest
Owner & Executives
C
CHARLES THEODORE BLACK JR
President
- CRD
- #1660989
- Ownership
- 75% or more
(780) 659-3255
oak.ember@unisoncapital.com
in linkedin.com/in/eagle-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,857,755 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,857,755 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,857,755
Equity - Exchange:
17.7% Other:
25.1% Cash:
20.4% Corporate - Investment Grade:
13.4% Corporate - Non-Investment Grade:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $553,919,434 | 17.7% |
| Other | $785,501,570 | 25.1% |
| Cash | $638,415,619 | 20.4% |
| Corporate - Investment Grade | $419,351,436 | 13.4% |
| Corporate - Non-Investment Grade | $732,300,269 | 23.4% |
| Total | $3,129,488,328 | 100.0% |