# Long View Financial Services

Long View Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 139727
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139727

## About

LONG VIEW FINANCIAL SERVICES, INC is a state-registered investment adviser with $66 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate
- Private Credit

## Questions

### What is the origin of the wealth managed by Long View Financial Services?

The specific source of wealth has not been publicly disclosed. The corporate registration format is typical of family offices managing liquidity from a privately held business sale, real estate portfolio accumulation, or a multi-generational operating enterprise. Without commentary from the principals, the origin remains private.

### Who runs Long View Financial Services?

The named principals and day-to-day investment decision makers are not disclosed in public filings or available public records. For single-family offices of this profile, governance often centers on a family member serving as president or director, supported by a small internal team of legal, tax, and investment professionals.

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- [Kevin Clariday Investment Advisor](https://altss.com/profile/kevin-clariday-investment-advisor)
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Last updated: 2026-07-06T01:24:20.477Z

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