{
  "crd_number": 305247,
  "slug": "complete-view-financial-llc-san-antonio-tx-305247",
  "primary_business_name": "COMPLETE VIEW FINANCIAL LLC",
  "legal_name": "COMPLETE VIEW FINANCIAL LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-08-26",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 54477002.0,
  "raum_discretionary": 54477002.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6166353.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 48310649.0,
      "count": 23
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://completeviewfinancial.com",
    "https://facebook.com/completeviewfinancial",
    "https://instagram.com/completeviewfinancial",
    "https://linkedin.com/company/complete-view-financial",
    "https://youtube.com/channel/UCPJYQz3WuuejGNGp1RAicGA/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305247",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247",
  "display_name": "Complete View Financial LLC",
  "summary": "Complete View Financial LLC is a state-registered investment advisory firm in San Antonio, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.",
  "citation": "AdvisorCensus. Complete View Financial LLC (CRD 305247): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Complete View Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Complete View Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Complete View Financial LLC located?",
      "a": "Complete View Financial LLC's principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is Complete View Financial LLC registered with the SEC or a state?",
      "a": "Complete View Financial LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305247."
    },
    {
      "q": "How much does Complete View Financial LLC manage?",
      "a": "Complete View Financial LLC reports $54,477,002 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Complete View Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Does Complete View Financial LLC report any disciplinary disclosures?",
      "a": "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/305247"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 6166353.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 48310649.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305247",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}