HFR and Radient partner on AI-driven Alternative Investment Intelligence | Learn More

CLEARVIEW WEALTH ADVISORS, LLC

CRD No. 305737 | Oregon | Insurance Adviser, RIA/Wealth Manager | Last Form ADV Filed on 17 Sep 2024 | Registration: SEC
Interested in CLEARVIEW WEALTH ADVISORS, LLC? You may also like

Clearview Wealth Advisors, LLC is an investment adviser registered with the SEC, operating since 2019 in Oregon. The firm's principal shareholder is Coursey Wealth Advising, P.C., owned by Michael Coursey. Clearview offers services like Investment Supervisory Services, Financial Planning, and Advisory Services to Brokerage Customers. They manage discretionary accounts based on client objectives like capital appreciation, growth, income, or a combination. The firm recommends various securities like ETFs, mutual funds, and government securities. They may also suggest Third-Party Asset Managers for asset management. Financial Planning services cover areas like tax planning, investments, insurance, retirement, estate planning, and more. Clients receive a detailed financial plan to achieve their goals. As of December 31, 2023, Clearview managed around $175,393,000 in discretionary assets. The firm does not participate in wrap-fee programs and provides advisory services to Brokerage Customers with written consent. Clients have the freedom to accept or reject recommendations provided by Clearview.

Identifying Information
CRD No.
305737
Latest Filing
17 Sep 2024
SEC No.
801-117527
Form of Organization
Limited Liability Company
Legal Domicile
OR, United States
Registration
SEC
Contact Details
Street Address
2035 MADRONA AVE SE, STE 100
City
SALEM
Postal Code
97302
Location
Oregon, United States
Phone
000-000-0000
Fax
000-000-0000
Company Information
Large Advisory Firm - AUM > $100m or (AUM > $90m & registered with SEC)
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
High net worth individuals 000 $0,000,000,000
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
-1 %
Total Reg. AUM $175,393,000
Discretionary $175,393,000
Non-Discretionary $0
$175.4M
Employee Strength 5
5
No. of Accounts 885
Discretionary 885
Non-Discretionary 0
885

Advanced Search

Interested in in-depth research for more such RIAs? Request a Demo & Trial for Radient Advanced

Advanced Search
Direct Owners
COURSEY WEALTH ADVISING, P.C.
MEMBER (75% or more)
COURSEY, MICHAEL, BERT
MANAGER (less than 5%)
JOHN SMITH
MANAGING DIRECTOR (More than 10% but less than 25%)
Indirect Owners
COURSEY, MICHAEL, BERT
MEMBER (75% or more)

Form 13F
As of Radient Data Loading...
Market Value USD 129,746,013
Top 10 Holdings as a % of Market Value 52.24%
Previous Market Value USD 114,551,836
Number of Unique Securities 95
Top Holdings Amount Value
1 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 515,570 $ 11,919,986
2 SCHWAB STRATEGIC TR US AGGREGATE B 235,266 $ 11,179,851
3 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 269,922 $ 9,835,970
4 SPDR SER TR PORTFOLIO SP500 142,866 $ 9,644,888
5 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 195,799 $ 6,811,846
SEC Filings for Clearview Wealth Advisors LLC (CIK No. 1840306)
Jan 2021May 2021Aug 2021Dec 2021Apr 2022Aug 2022Dec 2022Mar 2023Jul 2023Nov 2023Mar 2024Jul 2024Form 13F-HRForm 13F-HR/AForm N-PX
SEC Links
Other Firms
In Oregon
With similar AUM