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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

LONGVIEW ASSET MANAGEMENT, LLC

CRD 122997

SANTA FE, NM

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:fd9b1d58-1d99-489e-49ca-77b5120ee31b

Data as of Dec 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 9
On other graphs: 0
Observed: Apr 2, 2012 to Dec 10, 2025
34 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $339MItem 5.F on the latest filing (2025-12-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $339M
Private client RAUM: $300MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 574
Individual clients: 207
High net worth clients: 68
SEC number: 801-79973
CRD: 122997
Filings on the tape: 34
First filed: Apr 2, 2012
Latest filed: Dec 10, 2025
Organised: Limited Liability Company, NM

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
CANTOR, DAVID, AARON	PRINCIPAL/CHIEF COMPLIANCE OFFICER	Na	yes	09/2002	Apr 2, 2012	Mar 28, 2024
CANTOR, DAVID, AARON	Principal	E	yes	07/2000	Apr 2, 2012	Mar 28, 2024
FLINT, HARLAN, MYLES	Principal	E	yes	06/2015	Mar 7, 2016	Mar 28, 2024
FLINT, HARLAN, MYLES	Principal	Na	yes	07/2015	Mar 7, 2016	Mar 28, 2024
Pelaez, Maria, Eugenia	Partner	Na	no	03/2024	Mar 28, 2024	Mar 28, 2024
RAVEN'SWING ASSET MANAGEMENT, INC.	Member	E	no	04/2004	Apr 2, 2012	Mar 28, 2024
SIGHTLINE LTD.	Member	B	no	07/2015	Mar 7, 2016	Mar 28, 2024

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
2024	Mar 28, 2025	$339M	$339M	7	3	0	n/a	n/a
2023	Mar 28, 2024	$293M	$293M	6	4	0	n/a	n/a
2022	Mar 15, 2023	$240M	$240M	8	4	1	n/a	n/a
2021	Mar 14, 2022	$239M	$239M	3	3	1	n/a	n/a
2020	Apr 5, 2021	$195M	$195M	6	3	1	n/a	n/a
2019	Mar 31, 2020	$161M	$161M	36	3	0	n/a	n/a
2018	Mar 29, 2019	$116M	$116M	6	3	0	n/a	n/a
2017	Mar 30, 2018	$122M	$122M	5	4	0	n/a	n/a
2016	Mar 24, 2017	$108M	$108M	4	3	n/a	n/a	n/a
2015	Mar 7, 2016	$98.8M	$98.8M	3	3	n/a	n/a	n/a
2014	Feb 24, 2015	$114M	$114M	2	2	n/a	n/a	n/a
2011	Apr 2, 2012	$83.5M	$83.5M	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	4	-4	n/a	0	0	0	1	6

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
2024	$339M	$293M	16.0%	$239M	12.4%	7	6	0	0

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
EP WEALTH ADVISORS	3	Mar 23, 2026	Mar 16, 2026	SANTA FE, NM	Firm absorbed	RIA to RIA	75.0%

Relationships

Registered with (7)

← DAVID AARON CANTORAdvisorregistration: previous registration
Jan 10, 2003 to Mar 23, 2026factForm ADV
← HARLAN MYLES FLINTAdvisorregistration: previous registration
May 21, 2013 to Mar 23, 2026factForm ADV
← MARTIN J RODRIGUEZAdvisorregistration: previous registration
Nov 19, 2024 to Mar 23, 2026factForm ADV
← Jasmine Nicole BairAdvisorregistration: previous registration
Jun 27, 2025 to Mar 23, 2026factForm ADV
← Emily Pauline EstesAdvisorregistration: previous registration
Dec 6, 2022 to Sep 27, 2024factForm ADV
← Douglas Edward LynamAdvisorregistration: previous registration
Jan 3, 2018 to Mar 27, 2024factForm ADV
← Mariah Lee SacomanAdvisorregistration: previous registration
Feb 16, 2016 to Aug 16, 2018factForm ADV

Moved with (1)

→ EP WEALTH ADVISORSRegistered adviser3 advisors, firm absorbed, same day
Mar 23, 2026 to Mar 16, 2026factForm ADV

Owns (3)

← RAVEN'SWING ASSET MANAGEMENT, INC.OwnerMEMBER, ownership code E, domestic entity
Apr 2, 2012 to Mar 28, 2024factForm ADV
← Pelaez, Maria, EugeniaOwnerPARTNER, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← SIGHTLINE LTD.OwnerMEMBER, ownership code B, domestic entity
Mar 7, 2016 to Mar 28, 2024factForm ADV

Controls (2)

← CANTOR, DAVID, AARONOwnerPRINCIPAL, ownership code E, individual
Apr 2, 2012 to Mar 28, 2024factForm ADV
← FLINT, HARLAN, MYLESOwnerPRINCIPAL, ownership code E, individual
Mar 7, 2016 to Mar 28, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 23, 2026
Firm absorbed
Longview Asset Management, LLC's advisors moved to EP Wealth Advisors (Santa FE, NM): 3 of 4 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Mar 23, 2026
Advisor changed firm
Jasmine Nicole Bair left Longview Asset Management, Llc for Ep Wealth Advisors (registered 2026-03-16)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Martin J Rodriguez left Longview Asset Management, Llc for Ep Wealth Advisors (registered 2026-02-24)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Harlan Myles Flint left Longview Asset Management, Llc for Ep Wealth Advisors (registered 2026-02-17)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
David Aaron Cantor left Longview Asset Management, Llc for Mindful Investment Management Company (registered 2006-03-23)
Form ADVobserved 5 days ago
Occurred
Sep 27, 2024
Advisor changed firm
Emily Pauline Estes left Longview Asset Management, Llc for Edward Jones (registered 2024-09-23)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Advisor changed firm
Douglas Edward Lynam left Longview Asset Management, Llc for Innovative Advisory Group (registered 2026-01-23)
Form ADVobserved 5 days ago
Occurred
Jun 18, 2014
First Form ADV filing
Longview Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Longview Asset Management, Llc no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $339.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd9b1d58-1d99-489e-49ca-77b5120ee31b
First observed: Apr 2, 2012
Last observed: Dec 10, 2025 9 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 ASSET MANAGEMENT, LLC

CRD 122997

SANTA FE, NM

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:fd9b1d58-1d99-489e-49ca-77b5120ee31b

Data as of Dec 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANTOR, DAVID, AARON

PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

09/2002

Apr 2, 2012

Mar 28, 2024

CANTOR, DAVID, AARON

Principal

yes

07/2000

Apr 2, 2012

Mar 28, 2024

FLINT, HARLAN, MYLES

Principal

yes

06/2015

Mar 7, 2016

Mar 28, 2024

FLINT, HARLAN, MYLES

Principal

yes

07/2015

Mar 7, 2016

Mar 28, 2024

Pelaez, Maria, Eugenia

Partner

03/2024

Mar 28, 2024

RAVEN'SWING ASSET MANAGEMENT, INC.

Member

04/2004

Apr 2, 2012

Mar 28, 2024

SIGHTLINE LTD.

Member

07/2015

Mar 7, 2016

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 28, 2025

$339M

n/a

2023

Mar 28, 2024

$293M

n/a

2022

Mar 15, 2023

$240M

n/a

2021

Mar 14, 2022

$239M

n/a

2020

Apr 5, 2021

$195M

n/a

2019

Mar 31, 2020

$161M

n/a

2018

Mar 29, 2019

$116M

n/a

2017

Mar 30, 2018

$122M

n/a

2016

Mar 24, 2017

$108M

n/a

2015

Mar 7, 2016

$98.8M

n/a

2014

Feb 24, 2015

$114M

n/a

2011

Apr 2, 2012

$83.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$339M

$293M

16.0%

$239M

12.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EP WEALTH ADVISORS

Mar 23, 2026

Mar 16, 2026

SANTA FE, NM

Firm absorbed

RIA to RIA

75.0%