Clearview Financial Partners, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 669
- Avg AUM / client
- $1.6M
- Accounts
- 803
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 278 | $68.5M | 6.47% |
| High net worth individuals | 349 | $869M | 82.2% |
| Pension and profit sharing plans | 23 | $79.2M | 7.49% |
| Charitable organizations | 6 | $30.7M | 2.9% |
| Corporations and other businesses | 13 | $10.3M | 0.98% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Nisbet Enterprises, Inc. 401(k) Plan Nisbet Enterprises, Inc. | 2024 | |
| Unitek Employees Retirement Savings Plan Unitek Acquisition, Inc. | 2024 | |
| Muncy Homes, Inc. 401(k) Plan Muncy Homes, Inc. | 2024 | |
| Communications Test Design, Inc. 401(k) Profit Sharing Plan Communications Test Design, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Louis Fitzgerald | President / Chief Compliance Officer / Member | Dec 2016 (10y) | 75% or more | |
| Andrew William Factor | Registered representative | Apr 2018 (8y) | ||
| Jeffrey Mitchell Factor | Registered representative | Apr 2018 (8y) | ||
| Winfield Ross Young | Registered representative | Apr 2018 (8y) | ||
| Steven Richard Montgomery | Registered representative | May 2018 (8y) | ||
| Ian Edward Higgins | Registered representative | Jan 2024 (3y) |
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 (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Nisbet Enterprises, Inc. 401(k) Plan | Nisbet Enterprises, Inc. | 263 | $1.8M | 01/01/2024 |
| Unitek Employees Retirement Savings Plan | Unitek Acquisition, Inc. | 507 | $14.9M | 01/01/2024 |
| Muncy Homes, Inc. 401(k) Plan | Muncy Homes, Inc. | 133 | $9.1M | 01/01/2024 |
| Communications Test Design, Inc. 401(k) Profit Sharing Plan | Communications Test Design, Inc. | 8,636 | $409M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 905 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $565M (53% of AUM) Jun 2026
- Charles Schwab & Co. $416M (39% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗