# Complete View Financial LLC

> 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.

- CRD: 305247
- Filed as: COMPLETE VIEW FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305247
- AdvisorCensus page: https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247

## Quick answers

**How is Complete View Financial LLC compensated?**
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).

**Where is Complete View Financial LLC located?**
Complete View Financial LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is Complete View Financial LLC registered with the SEC or a state?**
Complete View Financial LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305247.

**How much does Complete View Financial LLC manage?**
Complete View Financial LLC reports $54,477,002 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Complete View Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (11).

**Does Complete View Financial 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/305247

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $54,477,002
- Discretionary: $54,477,002
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $6,166,353 |
| High net worth individuals | 23 | $48,310,649 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- completeviewfinancial.com
- Facebook @completeviewfinancial
- Instagram @completeviewfinancial
- LinkedIn @complete-view-financial
- YouTube @UCPJYQz3WuuejGNGp1RAicGA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Complete View Financial LLC (CRD 305247): Form ADV filing data as of October 2026.