Longview Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,468,475
Clients
34
21% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$249,073
About
LongView Investment Management LLC is a state‑registered independent advisory firm that manages roughly $8.47 million in discretionary assets for a small client base of individuals, high‑net‑worth clients, charitable organizations, and corporations. The firm offers discretionary investment management alongside project‑based and comprehensive financial planning, covering areas such as retirement planning, tax considerations, estate planning, and business planning.
The firm builds client‑specific investment policy statements and generally implements portfolios using Modern Portfolio Theory with a primary emphasis on passive instruments (index mutual funds and ETFs), while also using fundamental and cyclical analysis as secondary inputs. Accounts are managed on a discretionary basis with regular (quarterly) reviews; the firm aggregates trades for block execution and maintains custodial relationships with mainstream custodians.
A notable difference from many solo independent advisers is that LongView also provides portfolio management to institutional clients (charitable organizations and corporations), a service relatively uncommon among peers. The firm’s principal holds an MBA and the CFA charter and brings prior institutional investment experience, and the advisory offering includes flexible planning engagement structures from fixed project fees to ongoing monthly plans, with no stated account minimum.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
Project Based Financial Planning fixed fees range from $300 to $20,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Comprehensive Financial Planning ongoing fee $100 - $500 per month
Fee-only: Comprehensive Financial Planning: $300 - $4,000 upfront plus $100 - $500 per month ongoing; Project Based Financial Planning fixed fees range from $300 to $20,000
Main office location
Longview Investment Management LLC
Omaha NE, United States
Number of offices
1
Most active in
Longview Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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