CLEARVIEW CAPITAL

Overview

Clearview Capital operates as an independent registered investment adviser organized as an LLC and focused on serving individual and family clients. The firm functions as both a portfolio manager and a capital allocator: it provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third-party advisers when appropriate. Clearview Capital also operates as an insurance broker, which informs its use of insurance solutions such as annuities in client strategies. The firm reports a fee arrangement that includes percentage-of-AUM and fixed-fee engagements and does not position itself as an active ESG investor. Investment preference at Clearview Capital skews toward publicly traded equities. The firm’s ADV indicates a clear tilt to exchange-traded equities as the dominant asset type, and it deploys capital across mutual funds and annuities where those vehicles fit client goals. As a capital allocator, Clearview Capital also places client dollars with external managers in real estate strategies when seeking diversification outside public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices