CLEARVIEW FINANCIAL PARTNERS

Legal name: CLEARVIEW FINANCIAL PARTNERS, LLC

CRD 286168File 801-114244

APPROVED

Retail clients

Custody

Filing as of Jul 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.06B

Above cohort median (national)

Discretionary AUM

$1.06B

Clients

669

803 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Nov 5, 2018
Principal office: 100 MATSONFORD ROAD, BUILDING #5, SUITE 110, RADNOR, PA, 19087
Phone: (610) 293-9211
Website: http://www.cvfpartners.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.06B
Discretionary AUM: $1.06B
Non-discretionary AUM: $0
Discretionary accounts: 803
Non-discretionary accounts: 0
Total accounts: 803
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$10.3M
Charitable organizations	6	$30.7M
High net worth individuals	349	$869.4M
Pension and profit sharing plans	23	$79.2M
Individuals (other than high net worth individuals)	278	$68.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Custody	false	true
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.