$102.6M Total AUM
$102.6M Disc. AUM
-- 3Y CAGR
2 Employees
166 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2016
- Office Locations
- 1
Office Locations
5000 Monument Avenue Suite 100 Richmond VA
About Clearview Financial
ClearView Financial, LLC is a Richmond, VA-based registered investment adviser providing financial planning and discretionary asset management, including insurance and legacy planning. The firm emphasizes asset allocation using public funds and ETFs, with exposure to fixed income and real estate. Accounts are custodied at Charles Schwab.
Team overview
44 AVG AGE
$51.3M AVG AUM / ADVISOR
$618.4K AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
K
KEVIN AARON BOSTIC
Managing Partner, Partner
- CRD
- #4880713
- Ownership
- 50% but less than 75%
Available
Available
Available
CHRISTOPHER RYAN HARRIS
PARTNER, Vice President
- CRD
- #5968328
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,649,704 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,649,704 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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