Crystal View Capital, Llc
- Regulatory AUM
- $110M
- Discretionary
- $110M
- Clients
- 44
- Avg AUM / client
- $2.5M
- Accounts
- 135
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $2.7M | 2.46% |
| High net worth individuals | 28 | $102M | 92.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $354K | 0.32% |
| Pension and profit sharing plans | 1 | $4.9M | 4.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Canteen Services, Inc. Pension Plan Canteen Services, Inc. Pension Plan | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Charles Boylen | Managing Member, President, Chief Executive Officer, Chief Compliance Officer | Feb 2016 (11y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Canteen Services, Inc. Pension Plan | Canteen Services, Inc. Pension Plan | 6 | $5.8M | 06/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $98.3M (89% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗