Fee-only adviser · Jenison, MI
Clearview Investments, LLC
Clearview Investments, LLC is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Jenison, Michigan. On its latest Form ADV, filed October 11, 2026, it reports $59M in regulatory assets under management, 379 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 143693 |
| Office | 1360 Baldwin ST Jenison, MI 49428 |
| Phone | (616) 667-8990 |
| Website | www.clearviewinvestments.com |
| Regulatory assets under management | $59M ($54M discretionary) |
| Individual clients | 379 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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