# Clearview Investments, LLC

> Clearview Investments, LLC is a state-registered investment advisory firm in Jenison, MI, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 1, 2026.

- CRD: 143693
- Filed as: CLEARVIEW INVESTMENTS, LLC
- Legal name: Clearview Investments
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jenison, MI
- Filing period: October 2026
- Form ADV filing dated: March 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143693
- AdvisorCensus page: https://advisorcensus.com/firm/clearview-investments-llc-jenison-mi-143693

## Quick answers

**How is Clearview Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clearview Investments, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Clearview Investments, LLC located?**
Clearview Investments, LLC's principal office is in Jenison, MI, according to its Form ADV.

**Is Clearview Investments, LLC registered with the SEC or a state?**
Clearview Investments, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143693.

**How much does Clearview Investments, LLC manage?**
Clearview Investments, LLC reports $59,125,000 in regulatory assets under management in its Form ADV filing dated March 1, 2026 (92% discretionary).

**What types of clients does Clearview Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (379).

**Does Clearview Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143693

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $59,125,000
- Discretionary: $54,371,626
- Non-discretionary: $4,753,374

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 379 | $51,814,961 |
| High net worth individuals | Fewer than 5 | $7,310,039 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearviewinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearview Investments, LLC (CRD 143693): Form ADV filing data as of October 2026.