Clearvue Financial

Overview

Clearvue Financial is a small, independent registered investment advisor organized as a limited liability company and owned by an individual. The firm serves individual and family clients with a mix of financial planning and discretionary portfolio management, and it identifies equities—specifically exchange-traded securities—as its primary portfolio preference. Business activity includes other financial product sales, and the firm charges a mix of fees (percentage of AUM, hourly, fixed fees and other arrangements), giving it flexibility to work with smaller household balances. Investment activity skews toward exchange-traded instruments, and the firm appears to implement portfolios through a custodial relationship with an online custodian/robo platform. Clearvue Financial is not positioned as an ESG specialist and does not act as a capital allocator to external managers in the traditional sense, but it does use third-party funds and products where appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices