Clearview Capital

Overview

Clearview Capital operates as a Michigan-based limited liability company and functions as an independent registered investment adviser focused on individual and family clients. The firm combines fee models that include a percentage of assets under management and fixed fees, and it lists financial planning, portfolio management for individuals and small businesses, and the selection of other advisers among its advisory services. Clearview also engages in insurance brokerage and reports an industry affiliation with an insurance company, which helps explain the presence of annuity solutions in its product mix. The firm identifies itself as a capital allocator, meaning it places client capital with third-party managers as well as directly managed holdings. It does not position itself as an ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices