RIA Intel›Advisers›South Carolina›CLEAR VALUE FINANCIAL LLC

CLEAR VALUE FINANCIAL LLC

Advisory

SC

Data as of Aug 11, 2026 · Source: SEC Form ADV

Rank in SC
#156
of 188 advisers by AUM
Average account
$313K
across 230 accounts
AUM per adviser
$72M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM
$72M
Discretionary %
100%
Clients
62
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$72M
Discretionary AUM$72M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients62
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In7 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

CONVERGENT FINANCIAL GROUP, LLC
MOUNT PLEASANT, SC
$72M
SEASTRUNK FINANCIAL MANAGEMENT, LLC
FLORENCE, SC
$72M
WHM CAPITAL ADVISORS, LLC
COLUMBIA, SC
$71M
+16.6% 1Y
DEMESNE, LLC
$70M
VAN GROUW ADVISORS, LLC
BLUFFTON, SC
$69M
KAIZEN WEALTH MANAGEMENT, LLC
CHARLESTON, SC
$68M

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