# Clearview Investment Partners, LLC

> Clearview Investment Partners, LLC is an SEC-registered investment advisory firm in Costa Mesa, CA, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 150046
- Filed as: CLEARVIEW INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Costa Mesa, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150046
- AdvisorCensus page: https://advisorcensus.com/firm/clearview-investment-partners-llc-costa-mesa-ca-150046

## Quick answers

**How is Clearview Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clearview Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clearview Investment Partners, LLC located?**
Clearview Investment Partners, LLC's principal office is in Costa Mesa, CA, according to its Form ADV.

**Is Clearview Investment Partners, LLC registered with the SEC or a state?**
Clearview Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150046.

**How much does Clearview Investment Partners, LLC manage?**
Clearview Investment Partners, LLC reports $105,341,742 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Clearview Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Clearview Investment Partners, LLC: Regulatory assets under management: $96,007,019 in the October 2021 data and $105,341,742 in the October 2026 data, up 10%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clearview Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (55); corporations or other businesses not listed above (1).

**Which custodians does Clearview Investment Partners, LLC use?**
Clearview Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Clearview Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150046

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,341,742
- Discretionary: $105,341,742
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $51,426,501 |
| High net worth individuals | 55 | $53,868,673 |
| Corporations or other businesses not listed above | 1 | $46,568 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, MI, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cviewip.com](https://cviewip.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $96,007,019 | 3 | May 3, 2021 |
| October 2022 | $114,509,721 | 3 | March 25, 2022 |
| October 2023 | $83,995,995 | 3 | March 22, 2023 |
| October 2024 | $94,081,152 | 3 | March 27, 2024 |
| October 2025 | $100,409,437 | 3 | March 31, 2025 |
| October 2026 | $105,341,742 | 3 | March 26, 2026 |

Regulatory assets under management: $96,007,019 in the October 2021 data and $105,341,742 in the October 2026 data, up 10%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearview Investment Partners, LLC (CRD 150046): Form ADV filing data as of October 2026.