David Aaron Cantor

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1990 → Present
  David A. Cantor
  Santa Fe, NM
• 08/2002 → 03/2026
  Longview Asset Management Llc
  Santa Fe, NM
• 01/2026 → Present
  Ep Wealth Advisors, Llc
  Santa Fe, NM

Previous Registrations

• 2003-01-10 → 2026-03-23
  Longview Asset Management, Llc
  Santa Fe, NM
  Santa Fe, NM
  Santa Fe, NM
  Santa Fe, NM
• 2006-03-23 → 2010-12-31
  Mindful Investment Management Company
  Santa Fe, NM
• 2003-01-10 → 2010-12-31
  Raven'SWing Asset Management, Inc.
  Santa Fe, NM

Other Businesses

Name: Oil Change International Investment Related: No Address:714 G St. SE, #202 Washington, DC 20003 Nature: Oil Change International is a research, communications, and advocacy organization working to expose the true costs of fossil fuels and facilitate the ongoing transition to clean energy. Position: Board Member Title: Board Member on the Finance Committee Start Date: 2/1/2025 Hours/Month: 2 Hours devoted during trading hours: 2/month Duties: Board and finance committee meetings Name: Zen Center Investment Related: No Address: 1404 Cerro Gordo Road, Santa Fe, NM 87505 Nature: Buddhist monastery offers daily Zen meditation, weekly dharma talks, and programs on Buddhist teachings, Buddhist art, neuroscience, and social engagement Position: Board Member Title: Treasurer Start Date: 01/01/2003 Hours/Month: 2 Hours devoted during trading hours: 2/month Duties: Board and finance committee meetings Name: Conservation Voters New Mexico Investment Related: No Address: PO Box 636 , Santa Fe, NM 87504 Nature: Collaborate with partners across our state to support pro-conservation legislation Position: Treasurer Title: Treasurer Start Date: 01/01/2016 Hours/Month: 2 Hours devoted during trading hours: 2/month Duties: Board and finance committee meetings.