{"url":"https://nivawealth.com/firms/clearview-financial-partners-286168","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286168","regulatoryAum":1058194989,"crd":"286168","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5628997","suffix":null,"lastName":"FACTOR","firstName":"ANDREW","middleName":"WILLIAM"},{"crd":"3263301","suffix":null,"lastName":"FACTOR","firstName":"JEFFREY","middleName":"MITCHELL"},{"crd":"1927550","suffix":null,"lastName":"FITZGERALD","firstName":"DAVID","middleName":"LOUIS"},{"crd":"6350390","suffix":null,"lastName":"HIGGINS","firstName":"IAN","middleName":"EDWARD"},{"crd":"4534651","suffix":null,"lastName":"MONTGOMERY","firstName":"STEVEN","middleName":"RICHARD"},{"crd":"3275194","suffix":null,"lastName":"YOUNG","firstName":"WINFIELD","middleName":"ROSS"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-28","regulatoryAum":820835914,"clients":396,"employees":8,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":905523726,"clients":495,"employees":8,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":1006096088,"clients":551,"employees":8,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":1072758969,"clients":610,"employees":8,"offices":1},{"filedOn":"2025-03-15","regulatoryAum":850402570,"clients":610,"employees":8,"offices":1},{"filedOn":"2026-07-28","regulatoryAum":1058194989,"clients":669,"employees":8,"offices":1}],"secFileNumber":"801-114244","legalName":"Clearview Financial Partners, LLC","displayName":"Clearview Financial Partners","slug":"clearview-financial-partners-286168","website":"https://cvfpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/286168/deae3a5805042339-r1.webp","tone":"light","width":833,"height":200,"sourceUrl":"https://www.cvfpartners.com/","sourceLabel":"Clearview Financial Partners, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"100 Matsonford Road, Building #5, Suite 110","city":"Radnor","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19087"},"tradeNames":[],"registration":{"secApproved":"5 November 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1495845.4752791068,"staff":{"employees":8,"advisory":5,"brokerDealerReps":4,"insuranceAgents":4,"promoters":1},"aum":{"regulatory":1058194989,"discretionary":1058194989,"discretionaryAccounts":803,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":319832443,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":278,"regulatoryAum":68475208},{"label":"High-net-worth individuals","clients":349,"regulatoryAum":869419905},{"label":"Pension and profit-sharing plans","clients":23,"regulatoryAum":79237436},{"label":"Charitable organizations","clients":6,"regulatoryAum":30730804},{"label":"Corporations and other businesses","clients":13,"regulatoryAum":10331636}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049589","versionId":1049589,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-06-25","documentName":"ADV 2A - 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They include 349 high-net-worth individuals, 278 individual clients, and 23 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Clearview Financial Partners offer?","answer":"Clearview Financial Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Clearview Financial Partners charge?","answer":"Clearview Financial Partners charges 0.80%–1.50% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable.","source":"ADV 2A - FIRM DISCLOSURE BROCHURE, filed 25 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Clearview Financial Partners use?","answer":"Clearview Financial Partners’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $565M and Charles Schwab & Co., Inc. (San Francisco, CA), with $416M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clearview Financial Partners have?","answer":"Clearview Financial Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clearview Financial Partners invest in?","answer":"At the end of its last fiscal year, Clearview Financial Partners’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 5% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Clearview Financial Partners?","answer":"Clearview Financial Partners’ direct owner is David Fitzgerald (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Clearview Financial Partners get paid?","answer":"Clearview Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Clearview Financial Partners registered with the SEC?","answer":"Yes, Clearview Financial Partners has been registered with the SEC as an investment adviser since 5 November 2018. Its CRD number is 286168 and its SEC file number is 801-114244.","source":"Form ADV Part 1A, Item 1, filed 28 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Clearview Financial Partners?","answer":"Clearview Financial Partners’ main office is at 100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087. Its phone number is 610-293-9211. Its website is cvfpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}