Clearview Financial Partners

RIASEC RegisteredEst. 2018

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1.3M

Accounts

803

Employees

Advisory reps

Firm details

Headquarters: Radnor, Pennsylvania
CRD number: 286168
Registered since: November 5, 2018
Website: www.cvfpartners.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.16%
Pension & Profit Sharing Plans7.49%
Individuals6.47%
Charitable Organizations2.9%
Corporations / Businesses0.98%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Clearview Financial Partners is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2018. Ownership is held by an individual, and the firm serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is flexible: percentage-of-AUM, hourly, and fixed-fee arrangements are all used. The firm is not positioned as a capital allocator; instead it implements client strategies directly through managed accounts and external products. Clearview does not identify as an active ESG investor and is not registered as a multi-state adviser in the filing details provided.