Clearview Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,720,700
Total clients
24
42% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$1,155,029
About
Clearview Capital provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, tailoring each engagement with an Investment Policy Statement that documents goals, time horizon, and risk tolerance. The firm also may refer portions of client assets to third‑party money managers (including Orion Portfolio Solutions and Nationwide Advisory Solutions) and conducts due diligence on those advisers.
The adviser uses a mix of fundamental analysis, modern portfolio theory, and technical analysis and implements both long‑term and short‑term trading across mutual funds, ETFs, equities, fixed income, real estate funds, TIPS, and insurance products including annuities. Accounts are typically managed under written discretionary authority, monitored regularly, and receive custodial reporting (the firm requires use of Altruist Financial as custodian) and quarterly statements.
Noteworthy for a firm of its scale, Clearview’s supervised persons are licensed insurance agents and the brochure discloses that they may offer commissionable insurance products and annuities in addition to advisory services, a relationship the firm identifies as a potential conflict of interest. The firm manages a relatively small client base (about 24 clients with roughly $27.7 million in assets under management) and documents its allocation and trade‑allocation policies in writing to address fairness across client accounts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Annuities
Fee options
Financial planning fees between $650 and $9,500 fixed fee range
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Main office location
Clearview Capital
12930 James Street, Suite 210
Holland MI 49424, United States
Number of offices
1
Most active in
Clearview Capital has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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