# Clearview Wealth Management

> Clearview Wealth Management is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 166812
- Filed as: CLEARVIEW WEALTH MANAGEMENT
- Legal name: Sherclar, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166812
- AdvisorCensus page: https://advisorcensus.com/firm/clearview-wealth-management-charlotte-nc-166812

## Quick answers

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

**Where is Clearview Wealth Management located?**
Clearview Wealth Management's principal office is in Charlotte, NC, according to its Form ADV.

**Is Clearview Wealth Management registered with the SEC or a state?**
Clearview Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 166812.

**How much does Clearview Wealth Management manage?**
Clearview Wealth Management reports $182,360,237 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Clearview Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Clearview Wealth Management: Regulatory assets under management: $124,356,000 in the October 2021 data and $182,360,237 in the October 2026 data, up 47%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clearview Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (64).

**Which custodians does Clearview Wealth Management use?**
Clearview Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co. and Fidelity Investments as custodians holding 10% or more of its separately managed account assets.

**Does Clearview Wealth Management 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/166812

**Does Clearview Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "Our firm does not have any required dollar minimums for maintaining a relationship."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> Our firm does not have any required dollar minimums for maintaining a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $182,360,237
- Discretionary: $182,360,237
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $37,404,302 |
| High net worth individuals | 64 | $144,955,935 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $124,356,000 | 3 | February 25, 2021 |
| October 2022 | $140,000,000 | 3 | March 7, 2022 |
| October 2023 | $132,700,000 | 3 | February 1, 2023 |
| October 2024 | $148,000,000 | 3 | June 3, 2024 |
| October 2025 | $170,700,000 | 4 | February 6, 2025 |
| October 2026 | $182,360,237 | 4 | March 17, 2026 |

Regulatory assets under management: $124,356,000 in the October 2021 data and $182,360,237 in the October 2026 data, up 47%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearview Wealth Management (CRD 166812): Form ADV filing data as of October 2026.