Clearview Correspondent Services, LLC (Richmond)

Clearview Correspondent Services, LLC is a large advisory firm based in Richmond. It manages $4.43 billion of regulatory assets for 10,724 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Clearview Correspondent Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 564 clients. On top of advisory services, the firm doesn't engage in other business activities.

Clearview Correspondent Services: assets under management

The assets under management (AUM) of Clearview Correspondent Services, LLC is $4.43 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3.57 billion in discretionary accounts and $851.83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $431.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $348.97 thousand.

Clearview Correspondent Services has custody of $4.43 billion in cash and securities for 10,724 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clearview Correspondent Services, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Clearview Correspondent Services, LLC

Bryan Scott Cram joined the executive team most recently as the President Private Client Group/ Board Of Managers.

Direct owners and executive officers

Based in Richmond

The principal office where Clearview Correspondent Services, LLC performs its advisory services is located at 901 East Byrd Street, Richmond, VA 23219, which is also the mailing address of the firm. An additional office of the firm is in Greensboro, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-643-1811 or by fax 804-783-6032. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.clearviewcs.com.

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