Kevin Bostic
Clearview Financial · Richmond, Virginia
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.
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Facts
| Firm | Clearview Financial |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $102.6M across 322 accounts |
| SEC registration | Investment adviser representative in NC, TX, VA · CRD 4880713 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cviewfinancial.com |
| Profile |
How Kevin's firm compares
- Clearview Financial's average account is about $319,000, from its Form ADV (assets managed divided by 322 accounts).
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Questions about Kevin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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