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Clearview Financial

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Client assets under management

$102,649,704

Clients

166

19% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

83

High

Average account size

$618,372

About

ClearView Financial is a fee-only registered investment adviser serving individuals, families, estates and trusts with discretionary portfolio management, financial planning and a packaged retirement-plan consulting service. The firm provides tailored investment management governed by a written Investment Policy Statement and typically includes financial planning at no additional charge for managed clients.

The two-partner firm blends technical and fundamental analysis to construct IPS-driven portfolios and uses a mix of individual stocks, exchange-traded products, bonds and derivative instruments when appropriate. ClearView frames risk in absolute terms—emphasizing principal loss and behavioral risks—and may materially adjust cash allocations; it also maintains an explicit practice to reduce market exposure if the advisory relationship terminates.

Among its distinguishing features are a pronounced emphasis on market technicals alongside fundamental inputs, a formal “401k CEO” retirement consulting offering for employer plans, and a recent change in client intake standards that narrows new-client eligibility. The firm operates with institutional custody relationships, adheres to a written Code of Ethics and does not routinely vote client proxies.

Client services

Financial planning Portfolio management Retirement plan consulting

Expertise

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Fee options

Fixed

Fixed fee range of $1,000-$2,000 for standalone financial planning (potential future offering).

Percentage

$500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,499,999: 1.00% $1,500,000+: 0.85%

Project-based

Hourly rate for ongoing financial planning reviews if offered standalone in future.

Subscriptions

Retirement plan consulting service "401k CEO" at $500 annually.

Other

Account minimum: $1,000,000 Fee-only: Fee-only investment manager; no commissions or mark-ups on securities transactions.

Main office location

Clearview Financial

5000 Monument Avenue, Suite 100

Richmond VA 23230, United States

Number of offices

1

Most active in

More info

North Carolina · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 804-869-9541

Advisors at this firm

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user avatar

Kevin B

Series 66

Richmond, VA

Clearview Financial

Kevin Bostic is a financial advisor at Clearview Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Clearview Financial since 2015. Clearview Financial is a fee-only registered investment adviser serving individuals, families, estates, and trusts with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm combines technical and fundamental analysis to build portfolios guided by written Investment Policy Statements and emphasizes risk management through principal loss and behavioral risk controls.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Christopher H

Series 63, Series 65

Richmond, VA

Clearview Financial

Christopher Harris is a financial advisor at ClearView Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearView Financial since 2016. ClearView Financial is a fee-only registered investment adviser serving individuals, families, estates, and trusts with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a blend of technical and fundamental analysis to construct portfolios guided by written Investment Policy Statements and emphasizes risk management focused on principal loss and behavioral risks.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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