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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
About Clearview Wealth Advisors, LLC
Clearview Wealth Advisors’ team is joining EP Wealth Advisors, continuing to serve existing families while adding EP Wealth’s broader, planning-first capabilities. EP Wealth builds personalized financial plans and investment strategies backed by ongoing client education (webinars, Informed Investor Updates, newsletters and events). The firm is widely recognized, including Barron’s Top RIA and 2025 USA Today and Forbes listings.
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Owner & Executives
MICHAEL BERT COURSEY
Financial Advisor, General Partner, Manager
- CRD
- #3242305
- Ownership
- Less than 5%
DAWN LEIGH THOMAS
Chief Compliance Officer, SENIOR CLIENT ASSOCIATE
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,771,685 | $245,166 |
| Non-Discretionary | $0 | -- |
| Total | $201,771,685 | $245,166 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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