SourcingSourcing

CLEARVIEW FINANCIAL PARTNERS, LLC

C47
CRD 286168·SEC 801-114244·RADNOR, PA
AUM
$1.06B
$1B+
Est. Revenue
$10.6M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLEARVIEW FINANCIAL PARTNERS, LLC
CRD
286168
SEC file #
801-114244
EIN
994968340
DBA names
Clearview Financial Partners

Economics

AUM
$1.06B
AUM band
$1B+
AUM trajectory
'20'26
$567.0M → $1.06B▲ +87%
Client mix
Individuals High Net Worth349
Individuals Other278
Pension Profit Sharing Plans23
Corporations13
Charitable Organizations6

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
cvfpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FITZGERALD, DAVID, LOUIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FITZGERALD, DAVID, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
CVFPARTNERS.COM
Rdap Domain Creation Date
2018-03-19T17:57:33Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
129,523
Form 5500 Compensation Trajectory 3y
2025129,523
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
129,523
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0002038505
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-09-30
Edgar Last Filing Date
2026-02-18
Edgar Form D Count
2
Edgar Form D Offerings
2026-02-182026-02-18 · 0002038505-26-000003
2024-09-302024-09-30 · 0002038505-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
300 BARR HARBOR DRIVESUITE 260WEST CONSHOHOCKEN, PA 19428
Business
300 BARR HARBOR DRIVESUITE 260WEST CONSHOHOCKEN, PA 19428
Edgar EIN
994968340
Edgar Recent Filings
D2026-02-18 · 0002038505-26-000003
D2024-09-30 · 0002038505-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-19T17:57:33Z
Rdap Domain Last Changed
2025-03-20T12:47:26Z
Rdap Nameservers
Ns13.domaincontrol.comNs14.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1927550
Trust Company Affiliate
No

People (6)

6
FITZGERALD, DAVID, LOUIS
IAR · Direct Owner · 87.5%
1927550
IAN EDWARD HIGGINS
IAR
6350390
WINFIELD ROSS YOUNG
IAR
3275194
JEFFREY MITCHELL FACTOR
IAR
3263301
STEVEN RICHARD MONTGOMERY
IAR
4534651
ANDREW WILLIAM FACTOR
IAR
5628997