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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LONGVIEW FINANCIAL ADVISORS, LLC

CRD 291192

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:ce5dd2a9-d5ab-2449-1e93-7f4da82f7cff

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 1, 2017 to May 6, 2026
21 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=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $384MItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $318M
Private client RAUM: $319MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $192Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 422
Individual clients: 46
High net worth clients: 72
Custody, client assets: $79.1M
SEC number: 801-112241
CRD: 291192
Filings on the tape: 21
First filed: Dec 1, 2017
Latest filed: May 6, 2026
Organised: Limited Liability Company, DE

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
TIMOTHY CHARLES HARRINGTON	Certified Financial Planner	San Rafael, CA \| BERNARDSVILLE, NJ	8	31	1	no
COLLEEN LUX HARRINGTON	Certified Financial Planner	San Rafael, CA \| Arlington, VA \| BERNARDSVILLE, NJ	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
Harrington, Colleen	CHIEF COMPLIANCE OFFICER	Na	yes	10/2024	Oct 23, 2024	Oct 23, 2024
HARRINGTON, TIMOTHY, CHARLES	MANAGING MEMBER	E	yes	11/2017	Dec 1, 2017	Oct 23, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$384M	$318M	2	2	2	n/a	n/a
2024	Apr 3, 2025	$351M	$294M	2	2	2	n/a	n/a
2023	Mar 27, 2024	$319M	$259M	2	2	1	n/a	n/a
2022	Mar 3, 2023	$263M	$220M	2	2	1	n/a	n/a
2021	Mar 25, 2022	$271M	$213M	2	2	0	n/a	n/a
2020	Mar 15, 2021	$260M	$203M	2	1	0	n/a	n/a
2019	Mar 26, 2020	$246M	$187M	2	1	0	n/a	n/a
2018	Mar 30, 2019	$191M	$177M	2	1	1	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	0	0	0.0%	0	0	0	0	1

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	$384M	$351M	9.3%	$263M	13.5%	2	2	2	2

Relationships

Registered with (3)

← COLLEEN LUX HARRINGTONAdvisorregistration: current employment
Apr 22, 2026 to presentfactForm ADV
← TIMOTHY CHARLES HARRINGTONAdvisorregistration: current employment
May 18, 2018 to presentfactForm ADV
← DAVID ANDREW NASHAdvisorregistration: previous registration
Apr 19, 2023 to Jan 10, 2024factForm ADV

Controls (2)

← HARRINGTON, TIMOTHY, CHARLESOwnerMANAGING MEMBER, ownership code E, individual
Dec 1, 2017 to Oct 23, 2024factForm ADV
← Harrington, ColleenOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 23, 2024 to Oct 23, 2024factForm ADV

Dated events

Occurred
Oct 23, 2024
Control person joined
Colleen Harrington (Chief Compliance Officer) appeared on Schedule A of Longview Financial Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Jan 10, 2024
Advisor changed firm
David Andrew Nash left Longview Financial Advisors, Llc for Tend Wealth (registered 2024-01-11)
Form ADVobserved 4 days ago
Occurred
Dec 1, 2017
First Form ADV filing
Longview Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce5dd2a9-d5ab-2449-1e93-7f4da82f7cff
First observed: Dec 1, 2017
Last observed: May 6, 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 FINANCIAL ADVISORS, LLC

CRD 291192

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:ce5dd2a9-d5ab-2449-1e93-7f4da82f7cff

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY CHARLES HARRINGTON

Certified Financial Planner

San Rafael, CA | BERNARDSVILLE, NJ

COLLEEN LUX HARRINGTON

Certified Financial Planner

San Rafael, CA | Arlington, VA | BERNARDSVILLE, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Harrington, Colleen

CHIEF COMPLIANCE OFFICER

yes

10/2024

Oct 23, 2024

HARRINGTON, TIMOTHY, CHARLES

MANAGING MEMBER

yes

11/2017

Dec 1, 2017

Oct 23, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$384M

$318M

n/a

2024

Apr 3, 2025

$351M

$294M

n/a

2023

Mar 27, 2024

$319M

$259M

n/a

2022

Mar 3, 2023

$263M

$220M

n/a

2021

Mar 25, 2022

$271M

$213M

n/a

2020

Mar 15, 2021

$260M

$203M

n/a

2019

Mar 26, 2020

$246M

$187M

n/a

2018

Mar 30, 2019

$191M

$177M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$384M

$351M

9.3%

$263M

13.5%