SourcingSourcing

SHERCLAR, INC

C37
CRD 166812·SEC 801-112778·CHARLOTTE, NC
AUM
$182.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$547K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHERCLAR, INC
CRD
166812
SEC file #
801-112778
EIN
—
DBA names
Clearview Wealth Management

Economics

AUM
$182.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$96.8M → $182.4M▲ +88%
Client mix
Individuals Other80
Individuals High Net Worth64

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
clearviewwealthmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLARK, WILLIAM, ERIC
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CLARK, WILLIAM, ERIC
SHERRARD, CHERYL, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLEARVIEWWEALTHMGMT.COM
Rdap Domain Creation Date
2013-01-18T17:26:59Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-18T17:26:59Z
Rdap Domain Last Changed
2026-01-19T16:51:43Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4853066
Trust Company Affiliate
No

People (4)

4
CLARK, WILLIAM, ERIC
IAR · Direct Owner · 87.5%
4853066
SHERRARD, CHERYL, J
IAR · Direct Owner · 37.5%
4853040
TREVEN LINDSEY AYERS
IAR
2405905
NATHAN Samuel FIERSTON
IAR
7548098