DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Longview Wealth Management

Independent wealth managerAtlanta, GeorgiaCRD 136214SEC 801-64708websiteIAPD
Legal name Longview Wealth Management, Inc.
Latest filing May 19, 2026
First filing on the tape Mar 29, 2012 · 56 filings
SEC status approved since Sep 19, 2005
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.1B individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$88.7M
derived; firm RAUM over IAPD count
Employees
24
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
56 filings and snapshots on the tape
RAUM$1.2B as of May 19, 2026
Jul 17, 2012$261M then
HNW client RAUM$800M as of May 19, 2026
Mar 20, 2018$298M then
State-registered IARs (5.B.3)13 as of May 19, 2026
Jul 17, 20120 then
Employees (5.A)24 as of May 19, 2026
Jun 24, 201319 then
Private funds: no history
RAUM +4.4% over the last fiscal year+9.4% a year over threeIARs 14 to 13
Practice profile
derived from the filing of May 19, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$88.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
90derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.7MderivedHNW RAUM over HNW clients
Average account
$384,271derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
4.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
+4.4%derivedbetween the last two annual amendments
Advisor growth, one year
-7.1%derivedItem 5.B.3 between annual amendments
Client growth, one year
-3.9%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
$1.1BreportedItem 5.I
Custody
$1.2B, 1,187 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$800M69%
  • Individuals$348M30%
  • Corporations and businesses$4.0M0.3%
  • Pension and profit-sharing plans$1.0M0.1%
  • Charitable organizations$147,6730.0%
Individual clients
878reported
HNW clients
295reported
Pension plan clients
n/areported
Charitable clients
0reported
Accounts
3,002reported
Financial planning clients
1-10reported
Wrap fee programs
$0 sponsored, $1.7M managedreported
Custody of client assets
$1.2B for 1,187 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=6.0derived
Advisors registered through the firm
13 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Michael Britt MckayCertified Financial PlannerColumbus, GaOct 7, 200522 y1
Larry Quinton FisherAtlanta, GaOct 7, 200542 y2
Kris Calvert DwyerCertified Financial PlannerAtlanta, GaOct 7, 200544 y2
Jennifer Hanes StewartCertified Financial PlannerAtlanta, GaMay 30, 200721 y0
Jessica H EngebretsenCertified Financial PlannerAtlanta, GaJul 3, 201415 y0
Ralph Joseph LancasterCertified Financial PlannerMadison, GaFeb 10, 201524 y2
Sara Ann McintoshCertified Financial PlannerAtlanta, GaSep 7, 201714 y0
John Henry HayesAtlanta, GaAug 6, 201820 y1
Joel Daniel GreenwayMadison, GaJan 31, 202010 y0
Sarah Elizabeth ClaytonCertified Financial PlannerColumbus, GaFeb 3, 202214 y1
Chad Alan DurdenAtlanta, GaJan 10, 202321 y0
Laurie W NovotnyAtlanta, GaMar 12, 202611 y0
Chason Lee MckayAtlanta, Ga Jul 17, 202610 y0
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 15% of current headcount5 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Quinton Larry Fisher · Ceocontrol
      since 01/2000 · owns 75% or more
    • Henry John Hayes · Chief Compliance Officercontrol
      since 08/2018 · owns less than 5%
    • Hanes Jennifer Stewart · Presidentcontrol
      since 06/2019 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Atlanta, Ga · principal9221
    Columbus, Ga200
    Madison, Ga200
    Offices
    Schedule D 1.F, the 25 largest
    • Madison, GA3 employees
    • Columbus, GA2 employees
    What changed
    consecutive filings, newest first
    • Accounts · 3,214 to 3,002
      May 9, 2025 to Feb 25, 2026
    • Advisory employees · 24 to 13
      May 9, 2025 to Feb 25, 2026
    • BD registered reps · 7 to 6
      May 9, 2025 to Feb 25, 2026
    • Corporate clients · 13 to 12
      May 9, 2025 to Feb 25, 2026
    • HNW clients · 316 to 295
      May 9, 2025 to Feb 25, 2026
    • Individual clients · 905 to 878
      May 9, 2025 to Feb 25, 2026
    • Pension plan clients · 2.0 to unset
      May 9, 2025 to Feb 25, 2026
    • Assets in custody · $1.1B to $1.2B
      May 9, 2025 to Feb 25, 2026
    • Employees · 26 to 24
      May 9, 2025 to Feb 25, 2026
    • State-registered IARs · 14 to 13
      May 9, 2025 to Feb 25, 2026
    • Discretionary RAUM · $1.1B to $1.2B
      May 9, 2025 to Feb 25, 2026
    • HNW RAUM · $776M to $800M
      May 9, 2025 to Feb 25, 2026
    • Individual RAUM · $323M to $348M
      May 9, 2025 to Feb 25, 2026
    • Non-discretionary RAUM · $536,030 to $188,490
      May 9, 2025 to Feb 25, 2026
    • Pension RAUM · $1.2M to $1.0M
      May 9, 2025 to Feb 25, 2026
    • RAUM · $1.1B to $1.2B
      May 9, 2025 to Feb 25, 2026
    • Wrap assets (manager) · $23.5M to $1.7M
      May 9, 2025 to Feb 25, 2026
    • Financial planning clients · 1-10 to 1-10
      Mar 24, 2025 to May 9, 2025
    • Accounts · 3,074 to 3,214
      Dec 6, 2024 to Mar 24, 2025
    • BD registered reps · 8 to 7
      Dec 6, 2024 to Mar 24, 2025
    • Corporate clients · 7 to 13
      Dec 6, 2024 to Mar 24, 2025
    • HNW clients · 310 to 316
      Dec 6, 2024 to Mar 24, 2025
    • Individual clients · 826 to 905
      Dec 6, 2024 to Mar 24, 2025
    • Pension plan clients · unset to 2.0
      Dec 6, 2024 to Mar 24, 2025
    • Assets in custody · $987M to $1.1B
      Dec 6, 2024 to Mar 24, 2025
    • Financial planning clients · 11-25 to 1-10
      Dec 6, 2024 to Mar 24, 2025
    • State-registered IARs · 15 to 14
      Dec 6, 2024 to Mar 24, 2025
    • Discretionary RAUM · $987M to $1.1B
      Dec 6, 2024 to Mar 24, 2025
    • HNW RAUM · $717M to $776M
      Dec 6, 2024 to Mar 24, 2025
    • Individual RAUM · $268M to $323M
      Dec 6, 2024 to Mar 24, 2025
    • Non-discretionary RAUM · $0 to $536,030
      Dec 6, 2024 to Mar 24, 2025
    • Pension RAUM · $379,141 to $1.2M
      Dec 6, 2024 to Mar 24, 2025
    • RAUM · $987M to $1.1B
      Dec 6, 2024 to Mar 24, 2025
    • Wrap assets (manager) · $68.7M to $23.5M
      Dec 6, 2024 to Mar 24, 2025
    • Accounts · 2,944 to 3,074
      Dec 19, 2023 to Feb 14, 2024
    • BD registered reps · 9 to 8
      Dec 19, 2023 to Feb 14, 2024
    • HNW clients · 249 to 310
      Dec 19, 2023 to Feb 14, 2024
    • Individual clients · 918 to 826
      Dec 19, 2023 to Feb 14, 2024
    • Pension plan clients · 0.0 to unset
      Dec 19, 2023 to Feb 14, 2024
    • Assets in custody · $880M to $987M
      Dec 19, 2023 to Feb 14, 2024
    Signals
    11 dated events
    • Michael Ross Lipsey left Longview Wealth Management for Hb Wealth (registered 2026-03-09)
      Mar 3, 2026 · Advisor changed firm · fact
    • 2 advisors left Longview Wealth Management (Atlanta, GA) for HB Wealth on the same day
      Mar 3, 2026 · Team lift-out · derived
    • Samuel David Wishneff left Longview Wealth Management for Hb Wealth (registered 2026-03-09)
      Mar 3, 2026 · Advisor changed firm · fact
    • Kirk Licata left Longview Wealth Management for Rfg Advisory, Llc (registered 2025-05-08)
      May 5, 2025 · Advisor changed firm · fact
    • Nathan Kruzan Wilinski left Longview Wealth Management for Hb Wealth (registered 2025-05-19)
      Nov 20, 2024 · Advisor changed firm · fact
    • Douglas James Stefanini left Longview Wealth Management for Cetera Investment Advisers Llc (registered 2024-03-21)
      Sep 22, 2023 · Advisor changed firm · fact
    • Spencer Jones Garrett left Longview Wealth Management for Chase Investment Counsel Corporation (registered 2023-09-20)
      Sep 8, 2023 · Advisor changed firm · fact
    • Longview Wealth Management reported RAUM $811.5M, up 27% from $639.6M (2020-07-20 to 2021-03-30)
      Mar 30, 2021 · RAUM change · derived
    • 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)
      Mar 30, 2021 · Control person left · inference
    • Brian Steven Girard (President Longview North) no longer on Schedule A of Longview Wealth Management (listed 2019-01-15, absent 2019-03-21)
      Mar 21, 2019 · Control person left · inference
    • Longview Wealth Management reported RAUM $579.8M, up 28% from $451.2M (2018-01-31 to 2018-03-20)
      Mar 20, 2018 · RAUM change · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/longview-wealth-management/mycompanyreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    404-843-3100reportedpublic record, Form ADV, May 19, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $88.7Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026