Clearview Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Clearview Investment Partners reports 134 clients. They include 78 individual clients, 55 high-net-worth individuals and 1 corporate or other business client. Of its assets, 100.0% ($105M across 374 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 49% |
| High-net-worth individuals | 41% | 51% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $51.4M | 48.8% | $659K |
| High-net-worth individuals | 55 | $53.9M | 51.1% | $979K |
| Corporations and other businesses | Fewer than 5 | $46.6K | 0.0% | $46.6K |
| Total | 134 | $105M | 100% | — |
- Clients
- 78
- Regulatory AUM
- $51.4M
- AUM share
- 48.8%
- Avg. per client
- $659K
- Clients
- 55
- Regulatory AUM
- $53.9M
- AUM share
- 51.1%
- Avg. per client
- $979K
- Clients
- Fewer than 5
- Regulatory AUM
- $46.6K
- AUM share
- 0.0%
- Avg. per client
- $46.6K
Total
- Clients
- 134
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Clearview Investment Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Ray Lombardo owns 50% to 75% of Clearview Investment Partners. The leadership team of Clearview Investment Partners includes Chief Compliance Officer Kenneth Hobbs. It has 3 employees, 2 of them in advisory roles.
Leadership
Kenneth HobbsMember/Chief Compliance Officer
Ray LombardoMember- Rhondi SandblomMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Clearview Investment Partners, LLC
Ray Lombardo
Control person · since May 2009
- Owns 25% to 50% of Clearview Investment Partners, LLC
Kenneth Hobbs
Control person · since May 2009
- Owns 10% to 25% of Clearview Investment Partners, LLC
Rhondi Sandblom
since March 2021
Clearview Investment Partners’ regulatory assets grew from $96M (May 2021) to $105M (March 2026); clients were 134 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $105M | 134 | 3 | 1 |
| March 2025 | $100M | 132 | 3 | 1 |
| March 2024 | $94.1M | 142 | 3 | 1 |
| March 2023 | $84M | 129 | 3 | 1 |
| March 2022 | $115M | 138 | 3 | 1 |
| May 2021 | $96M | 140 | 3 | 1 |
Besides its headquarters, Clearview Investment Partners has 0 offices, with 1 listed address in California.
California · 1 listed address
- 3151 Airway Avenue, Suite H-1, Costa MesaHQ
Contact and registration details
- Legal name
- Clearview Investment Partners, LLC
- Headquarters
- 3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626
- Website
- cviewip.com
- Phone
- 949-200-1560
- SEC file
- 801-70141
- Structure
- California LLC
- Fiscal year end
- December
Clearview Investment Partners uses Charles Schwab ($105M) as custodian for its separately managed accounts. Clearview Investment Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $105M100%
At year end, Clearview Investment Partners’ separately managed accounts were largely in funds (47%) and stocks (35%).
What the accounts hold
- Stocks35%
- Funds47%
- Bonds17%
- U.S. government and agency bonds15%
- State and local bonds1%
- Investment grade corporate bonds1%
- Other1%
- Derivatives1%
How many clients does Clearview Investment Partners have?
Clearview Investment Partners has 134 clients and manages $105 million for them, as of March 2026. They include 78 individual clients, 55 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Clearview Investment Partners offer?
Clearview Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Clearview Investment Partners use?
Clearview Investment Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $105M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Clearview Investment Partners have?
Clearview Investment Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Clearview Investment Partners invest in?
At the end of its last fiscal year, Clearview Investment Partners’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 15% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clearview Investment Partners?
Clearview Investment Partners’ direct owners are Kenneth Hobbs (25% to 50%), Ray Lombardo (50% to 75%) and Rhondi Sandblom (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Clearview Investment Partners get paid?
Clearview Investment Partners is paid through a percentage of assets under management 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
How do I contact Clearview Investment Partners?
Clearview Investment Partners’ main office is at 3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626. Its phone number is 949-200-1560. Its website is cviewip.com.