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Clearview Financial Partners

Clearview Financial Partners. CRD 286168

Clearview Financial Partners logo

CRD: 286168

Clearview Financial Partners

Radnor, PA, 19087
6102939211
www.cvfpartners.com
$1.1B Total AUM
$1.1B Disc. AUM
1.8% 3Y CAGR
8 Employees
669 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · TD Ameritrade
Clients
Retail and Institutional
Platforms
Pathway fusionUnison vector +more
Established Date
09-25-2017
Office Locations
1

Office Locations

100 Matsonford Road Building #5, Suite 110 Radnor PA

About Clearview Financial Partners

Clearview Financial Partners is a Radnor, PA-based RIA providing fiduciary investment management and comprehensive financial planning focused on client goals rather than commissions. The team positions its guidance as independent, long-term oriented advice, supporting planning across multiple life events. Operates across retail and institutional relationships and custodies through platforms such as Schwab and LPL Financial.

Team overview

44 AVG AGE
$211.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.3 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Harbor signal Ridge alpha Element alpha Radial Zenith Delta summit

Client Personas

Atlas prime

CRM

Peak

Custodian

Signal Optima summit Glacier Signal Radial

Investment Themes

Delta Frontier Vertex Prime prime

Investment Vehicles

Frontier Bridge focus

Platform

Atlas focus

Services

Vital alpha Eagle prime Beacon matrix Glacier capital Radial horizon Momentum glacier Alpha Delta pathway Ember North Timber Vital

Technology

Harbor Glacier bridge Element vital Pioneer Peak signal

Owner & Executives

DAVID LOUIS FITZGERALD

DAVID LOUIS FITZGERALD

Chief Compliance Officer, President

CRD
#1927550
Ownership
75% or more
(392) 536-7729
momentum.catalyst@deltacapital.com
in linkedin.com/in/summit-glacier

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Contacts

ANDREW WILLIAM FACTOR

ANDREW WILLIAM FACTOR

--

CRD
#5628997
(944) 762-9493
wave.horizon@atlascapital.com
in linkedin.com/in/horizon-atlas
J

JEFFREY MITCHELL FACTOR

Investment Advisor Representative

CRD
#3263301
(913) 366-4922
ember.capital@quantumcapital.com
in linkedin.com/in/pioneer-value
F

Foundation alpha

Pioneer wave glacier

CRD
#93281
(209) 875-4894
eagle.radial@bridgecapital.com
in linkedin.com/in/frontier-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-01-2022
03-28-2023
12-09-2024
03-15-2025
02-27-2026
Category Assets AVG. Account size
Discretionary $1,058,194,989 $1,317,802
Non-Discretionary $0 --
Total $1,058,194,989 $1,317,802

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Separately Managed Accounts

Total SMA Asset: $1,058,194,989

$1.1B Total SMA
Public Funds:
10.5%
Equity - Exchange:
6.9%
Municipal Bonds:
16.3%
Cash:
19.3%
Corporate - Investment Grade:
11.5%
Corporate - Non-Investment Grade:
13.2%
Private Funds:
11.7%
U.S. Government/Agency:
10.6%
Asset class Assets Assets %
Public Funds $771,526,784 10.5%
Equity - Exchange $507,003,315 6.9%
Municipal Bonds $1,197,703,484 16.3%
Cash $1,418,139,707 19.3%
Corporate - Investment Grade $845,005,525 11.5%
Corporate - Non-Investment Grade $969,919,385 13.2%
Private Funds $859,701,273 11.7%
U.S. Government/Agency $778,874,659 10.6%
Total $7,347,874,132 100.0%

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