# Kevin Bostic

> Kevin Bostic is a fee-only financial advisor at Clearview Financial in Richmond, Virginia. Clearview Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-bostic/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Clearview Financial
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $102.6M across 322 accounts
- **CRD:** 4880713 (https://adviserinfo.sec.gov/individual/summary/4880713)
- **SEC registration:** Investment adviser representative in NC, TX, VA
- **Exams passed:** Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.cviewfinancial.com

## Frequently asked questions

### Is Kevin Bostic a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Clearview Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kevin charge for financial advice?

Kevin's firm, Clearview Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kevin Bostic based?

Kevin Bostic is based in Richmond, Virginia.

### Is Kevin Bostic registered with the SEC?

Yes. Kevin Bostic is registered as an investment adviser representative in NC, TX and VA (CRD 4880713), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clearview Financial manage?

Clearview Financial reports $102.6M across 322 accounts in assets under management.

### How do I contact Kevin Bostic?

Through Kevin's website, www.cviewfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4880713): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.