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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LONGVIEW WEALTH MANAGEMENT

LONGVIEW WEALTH MANAGEMENT, INC., CRD 136214

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad30423a-9e43-b2fb-8145-94d8716a3f6f

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 11
On other graphs: 0
Observed: Mar 29, 2012 to May 19, 2026
56 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-05-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $88.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 13
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,002
Individual clients: 878
High net worth clients: 295
Custody, client assets: $1.2B
SEC number: 801-64708
CRD: 136214
Filings on the tape: 56
First filed: Mar 29, 2012
Latest filed: May 19, 2026
Organised: Corporation, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KRIS CALVERT DWYER	Certified Financial Planner	Atlanta, GA	20	44	2	no
LARRY QUINTON FISHER	n/a	Atlanta, GA	20	42	2	yes
MICHAEL BRITT MCKAY	Certified Financial Planner	Columbus, GA	20	22	1	no
JENNIFER HANES STEWART	Certified Financial Planner	Atlanta, GA	19	21	n/a	no
JESSICA H ENGEBRETSEN	Certified Financial Planner	Atlanta, GA	12	15	n/a	no
RALPH JOSEPH LANCASTER	Certified Financial Planner	MADISON, GA	11	24	2	yes
SARA ANN MCINTOSH	Certified Financial Planner	ATLANTA, GA	9	14	n/a	yes
JOHN HENRY HAYES	n/a	ATLANTA, GA	8	20	1	yes
Joel Daniel Greenway	n/a	Madison, GA	6	10	n/a	yes
Sarah Elizabeth Clayton	Certified Financial Planner	Columbus, GA	4	14	1	yes
Chad Alan Durden	n/a	ATLANTA, GA	3	21	n/a	yes
LAURIE W NOVOTNY	n/a	ATLANTA, GA	0	11	n/a	no
Chason Lee McKay	n/a	ATLANTA, GA \| Nashviile, TN	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FISHER, LARRY, QUINTON	Ceo	E	yes	01/2000	May 19, 2026	May 19, 2026
HAYES, JOHN, HENRY	CHIEF COMPLIANCE OFFICER	Na	yes	08/2018	May 19, 2026	May 19, 2026
STEWART, JENNIFER, HANES	President	C	yes	06/2019	May 19, 2026	May 19, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Madison	Ga	United States	3	yes
Columbus	Ga	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$1.2B	$1.2B	24	13	2	n/a	n/a
2024	Mar 24, 2025	$1.1B	$1.1B	26	24	2	n/a	n/a
2023	Feb 14, 2024	$987M	$987M	26	24	2	n/a	n/a
2022	Mar 30, 2023	$880M	$865M	26	24	2	n/a	n/a
2021	Mar 30, 2022	$995M	$938M	26	24	2	n/a	n/a
2020	Mar 30, 2021	$811M	$774M	27	25	2	n/a	n/a
2019	Mar 31, 2020	$640M	$622M	28	25	3	n/a	n/a
2018	Mar 27, 2019	$580M	$560M	27	26	5	n/a	n/a
2017	Mar 20, 2018	$580M	$523M	31	26	5	n/a	n/a
2016	Mar 9, 2017	$451M	$395M	18	18	n/a	n/a	n/a
2015	Jan 25, 2016	$415M	$365M	18	18	n/a	n/a	n/a
2014	Mar 19, 2015	$422M	$359M	21	21	n/a	n/a	n/a
2013	Jun 24, 2013	$344M	$286M	19	19	n/a	n/a	n/a
2012	Jul 17, 2012	$261M	$202M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	15.4%	0	0	0	0	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.1B	4.4%	$880M	9.4%	24	26	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HB WEALTH	2	Mar 3, 2026	Mar 9, 2026	ATLANTA, GA	Team lift out	RIA to RIA	15.4%

Relationships

Registered with (24)

← Chason Lee McKayAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← LAURIE W NOVOTNYAdvisorregistration: current employment
Mar 12, 2026 to presentfactForm ADV
← Chad Alan DurdenAdvisorregistration: current employment
Jan 10, 2023 to presentfactForm ADV
← Sarah Elizabeth ClaytonAdvisorregistration: current employment
Feb 3, 2022 to presentfactForm ADV
← Joel Daniel GreenwayAdvisorregistration: current employment
Jan 31, 2020 to presentfactForm ADV
← JOHN HENRY HAYESAdvisorregistration: current employment
Aug 6, 2018 to presentfactForm ADV
← SARA ANN MCINTOSHAdvisorregistration: current employment
Sep 7, 2017 to presentfactForm ADV
← RALPH JOSEPH LANCASTERAdvisorregistration: current employment
Feb 10, 2015 to presentfactForm ADV
← JESSICA H ENGEBRETSENAdvisorregistration: current employment
Jul 3, 2014 to presentfactForm ADV
← JENNIFER HANES STEWARTAdvisorregistration: current employment
May 30, 2007 to presentfactForm ADV
← KRIS CALVERT DWYERAdvisorregistration: current employment
Oct 7, 2005 to presentfactForm ADV
← LARRY QUINTON FISHERAdvisorregistration: current employment
Oct 7, 2005 to presentfactForm ADV
← MICHAEL BRITT MCKAYAdvisorregistration: current employment
Oct 7, 2005 to presentfactForm ADV
← MICHAEL ROSS LIPSEYAdvisorregistration: previous registration
Jul 2, 2008 to Mar 3, 2026factForm ADV
← SAMUEL DAVID WISHNEFFAdvisorregistration: previous registration
Oct 19, 2015 to Mar 3, 2026factForm ADV
← KIRK LICATAAdvisorregistration: previous registration
Dec 10, 2012 to May 5, 2025factForm ADV
← Nathan Kruzan WilinskiAdvisorregistration: previous registration
Mar 6, 2019 to Nov 20, 2024factForm ADV
← DOUGLAS JAMES STEFANINIAdvisorregistration: previous registration
Mar 1, 2011 to Sep 22, 2023factForm ADV
← SPENCER JONES GARRETTAdvisorregistration: previous registration
Feb 13, 2023 to Sep 8, 2023factForm ADV
← ALEXANDER R BASTRONAdvisorregistration: previous registration
Jan 8, 2016 to Sep 30, 2020factForm ADV
← Jonathon Richard McAdowAdvisorregistration: previous registration
Jun 6, 2017 to Sep 23, 2019factForm ADV
← STEVEN BRIAN GIRARDAdvisorregistration: previous registration
Jan 3, 2018 to Dec 31, 2018factForm ADV
← JULIA MEGAN RANDALLAdvisorregistration: previous registration
Jan 2, 2018 to Dec 31, 2018factForm ADV
← Joel SmithAdvisorregistration: previous registration
Oct 7, 2005 to Jul 11, 2006factForm ADV

Moved with (1)

→ HB WEALTHRegistered adviser2 advisors, team lift out, same day
Mar 3, 2026 to Mar 9, 2026factForm ADV

Controls (3)

← FISHER, LARRY, QUINTONOwnerCEO, ownership code E, individual
Mar 29, 2012 to Dec 6, 2024factForm ADV
← STEWART, JENNIFER, HANESOwnerPRESIDENT, ownership code C, individual
Jul 1, 2019 to Dec 6, 2024factForm ADV
← HAYES, JOHN, HENRYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 15, 2018 to Dec 6, 2024factForm ADV

Dated events

Occurred
Mar 3, 2026
Team lift-out
2 advisors left Longview Wealth Management (Atlanta, GA) for HB Wealth on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 3, 2026
Advisor changed firm
Samuel David Wishneff left Longview Wealth Management for Hb Wealth (registered 2026-03-09)
Form ADVobserved 6 days ago
Occurred
Mar 3, 2026
Advisor changed firm
Michael Ross Lipsey left Longview Wealth Management for Hb Wealth (registered 2026-03-09)
Form ADVobserved 6 days ago
Occurred
May 5, 2025
Advisor changed firm
Kirk Licata left Longview Wealth Management for Rfg Advisory, Llc (registered 2025-05-08)
Form ADVobserved 6 days ago
Occurred
Nov 20, 2024
Advisor changed firm
Nathan Kruzan Wilinski left Longview Wealth Management for Hb Wealth (registered 2025-05-19)
Form ADVobserved 6 days ago
Occurred
Sep 22, 2023
Advisor changed firm
Douglas James Stefanini left Longview Wealth Management for Cetera Investment Advisers Llc (registered 2024-03-21)
Form ADVobserved 6 days ago
Occurred
Sep 8, 2023
Advisor changed firm
Spencer Jones Garrett left Longview Wealth Management for Chase Investment Counsel Corporation (registered 2023-09-20)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Longview Wealth Management reported RAUM $811.5M, up 27% from $639.6M (2020-07-20 to 2021-03-30)
Form ADVobserved 6 days ago
$172M
Occurred
Mar 30, 2021
Control person left
Dean Wesley Bigler (Chairman Of The Board, Ceo, Secretary, Treasurer) no longer on Schedule A of Longview Wealth Management (listed 2020-07-20, absent 2021-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2019
Control person left
Brian Steven Girard (President Longview North) no longer on Schedule A of Longview Wealth Management (listed 2019-01-15, absent 2019-03-21)
Form ADVobserved 6 days ago
Occurred
Mar 20, 2018
Regulatory AUM changed
Longview Wealth Management reported RAUM $579.8M, up 28% from $451.2M (2018-01-31 to 2018-03-20)
Form ADVobserved 6 days ago
$129M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad30423a-9e43-b2fb-8145-94d8716a3f6f
First observed: Mar 29, 2012
Last observed: May 19, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LONGVIEW WEALTH MANAGEMENT

LONGVIEW WEALTH MANAGEMENT, INC., CRD 136214

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad30423a-9e43-b2fb-8145-94d8716a3f6f

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KRIS CALVERT DWYER

Certified Financial Planner

Atlanta, GA

LARRY QUINTON FISHER

n/a

Atlanta, GA

yes

MICHAEL BRITT MCKAY

Certified Financial Planner

Columbus, GA

JENNIFER HANES STEWART

Certified Financial Planner

Atlanta, GA

n/a

JESSICA H ENGEBRETSEN

Certified Financial Planner

Atlanta, GA

n/a

RALPH JOSEPH LANCASTER

Certified Financial Planner

MADISON, GA

yes

SARA ANN MCINTOSH

Certified Financial Planner

ATLANTA, GA

n/a

yes

JOHN HENRY HAYES

n/a

ATLANTA, GA

yes

Joel Daniel Greenway

n/a

Madison, GA

n/a

yes

Sarah Elizabeth Clayton

Certified Financial Planner

Columbus, GA

yes

Chad Alan Durden

n/a

ATLANTA, GA

n/a

yes

LAURIE W NOVOTNY

n/a

ATLANTA, GA

n/a

Chason Lee McKay

n/a

ATLANTA, GA | Nashviile, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FISHER, LARRY, QUINTON

Ceo

yes

01/2000

May 19, 2026

HAYES, JOHN, HENRY

CHIEF COMPLIANCE OFFICER

yes

08/2018

May 19, 2026

STEWART, JENNIFER, HANES

President

yes

06/2019

May 19, 2026

City

State

Country

Employees

Also broker-dealer

Madison

United States

yes

Columbus

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$1.2B

n/a

2024

Mar 24, 2025

$1.1B

n/a

2023

Feb 14, 2024

$987M

n/a

2022

Mar 30, 2023

$880M

$865M

n/a

2021

Mar 30, 2022

$995M

$938M

n/a

2020

Mar 30, 2021

$811M

$774M

n/a

2019

Mar 31, 2020

$640M

$622M

n/a

2018

Mar 27, 2019

$580M

$560M

n/a

2017

Mar 20, 2018

$580M

$523M

n/a

2016

Mar 9, 2017

$451M

$395M

n/a

2015

Jan 25, 2016

$415M

$365M

n/a

2014

Mar 19, 2015

$422M

$359M

n/a

2013

Jun 24, 2013

$344M

$286M

n/a

2012

Jul 17, 2012

$261M

$202M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

15.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1B

4.4%

$880M

9.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HB WEALTH

Mar 3, 2026

Mar 9, 2026

ATLANTA, GA

Team lift out

RIA to RIA

15.4%