Ownership

ClearView Fiduciary Alliance is a service of ClearView by KDI, LLC which is jointly owned by KDI Capital Partner, LLC (KDI) and Capital Difference, LLC.

  • KDI Capital Partners is a Raleigh, NC based, SEC-registered investment management firm focusing on investing in publicly traded equities. KDI manages approximately $387 million, primarily for high-net-worth and institutional clients, including two foundations as of December 31, 2015. KDI is owned by John Day, Sheldon Fox and Investors Management Corporation.
  • Capital Difference LLC is a consulting and advisory firm owned by Larry Coats.