Clearview Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ClearView Financial is a fee-only registered investment adviser serving individuals, families, estates and trusts with discretionary portfolio management, financial planning and a packaged retirement-plan consulting service. The firm provides tailored investment management governed by a written Investment Policy Statement and typically includes financial planning at no additional charge for managed clients.
The two-partner firm blends technical and fundamental analysis to construct IPS-driven portfolios and uses a mix of individual stocks, exchange-traded products, bonds and derivative instruments when appropriate. ClearView frames risk in absolute terms—emphasizing principal loss and behavioral risks—and may materially adjust cash allocations; it also maintains an explicit practice to reduce market exposure if the advisory relationship terminates.
Among its distinguishing features are a pronounced emphasis on market technicals alongside fundamental inputs, a formal “401k CEO” retirement consulting offering for employer plans, and a recent change in client intake standards that narrows new-client eligibility. The firm operates with institutional custody relationships, adheres to a written Code of Ethics and does not routinely vote client proxies.
Client services
Expertise
Fee options
Fixed fee range of $1,000-$2,000 for standalone financial planning (potential future offering).
$500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,499,999: 1.00% $1,500,000+: 0.85%
Hourly rate for ongoing financial planning reviews if offered standalone in future.
Retirement plan consulting service "401k CEO" at $500 annually.
Account minimum: $1,000,000 Fee-only: Fee-only investment manager; no commissions or mark-ups on securities transactions.
Main office
5000 Monument Avenue, Suite 100
Richmond VA 23230
Advisors at this office
2
Most active in
North Carolina · Texas · Virginia
Also doing business as
Clearview Financial · Clearview Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kevin B
Series 66
Richmond, VA
Clearview Financial
Kevin Bostic is a financial advisor at Clearview Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Clearview Financial since 2015. Clearview Financial is a fee-only registered investment adviser serving individuals, families, estates, and trusts with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm combines technical and fundamental analysis to build portfolios guided by written Investment Policy Statements and emphasizes risk management through principal loss and behavioral risk controls.
Christopher H
Series 63, Series 65
Richmond, VA
Clearview Financial
Christopher Harris is a financial advisor at ClearView Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearView Financial since 2016. ClearView Financial is a fee-only registered investment adviser serving individuals, families, estates, and trusts with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a blend of technical and fundamental analysis to construct portfolios guided by written Investment Policy Statements and emphasizes risk management focused on principal loss and behavioral risks.
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