$27.7M Total AUM
$27.7M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Nationwide · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
12930 James Street Suite 210 Holland MI
About Clearview Capital
Clearview Capital is an independent Michigan-registered RIA providing financial planning and wealth management, with a focus on retirement income strategies, Social Security claiming guidance, tax planning (including capital gains efficiency and Roth conversion analysis), and custom portfolio management aligned to client goals and risk tolerance. The firm has a history of leading Social Security educational seminars.
Team overview
-- AVG AGE
$27.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Momentum capital Ember Summit eagle
Custodian
Alpha fusion Wave Value
Investment Themes
Bridge Beacon Frontier
Investment Vehicles
Insight Vector
Services
Horizon Alpha legacy Wave Oak Foundation element Harbor vital Vital Foundation wave Insight crest
Owner & Executives
ERIC JOHN GRITTER
Managing Member, Owner
- CRD
- #5415898
- Ownership
- 75% or more
(388) 652-1192
peak.atlas@capitalcapital.com
in linkedin.com/in/value-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,720,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,720,700 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,720,700
Equity - Exchange:
21.7% Public Funds:
51.7% Cash:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $306,438,494 | 21.7% |
| Public Funds | $730,086,181 | 51.7% |
| Cash | $375,634,282 | 26.6% |
| Total | $1,412,158,957 | 100.0% |