CRD: 143693
Clearview Investments, LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist · Betterment · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-09-2007
- Office Locations
- 1
Office Locations
About Clearview Investments, LLC
ClearView Investments is a Michigan-based RIA serving Main Street investors—including educators, police officers, and small business owners—with financial planning and evidence-based portfolio construction grounded in academic research. Founded by Navy and law-enforcement veterans Tim DeVries and Karl Holzhueter, the firm emphasizes a clear, confidence-building investing process.
Reported data analysis
What the numbers show
Of the latest reported AUM, 92.0% is discretionary and 8.0% is non-discretionary.
The firm reports 4 advisory representatives and 379 clients, or 94.8 clients per representative. That equates to $156.0K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Clearview Investments, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY JOHN DEVRIES
Chief Compliance Officer, Managing General Partner, SENIOR PARTNER
- CRD
- #4743562
- Ownership
- 50% but less than 75%
KARL GERALD HOLZHUETER
Owner, SENIOR PARTNER
- CRD
- #4743561
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
LEONARD DAVID DEBRABER
Advisor
- CRD
- #4329156
KURT PHILIP HOLZHUETER
Investment Advisor
- CRD
- #5771075
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,371,626 | -- |
| Non-Discretionary | $4,753,374 | -- |
| Total | $59,125,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clearview Investments, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.