CV ADVISORS LLC

RIASEC RegisteredEst. 2012

Total AUM

$15.1B

Discretionary

$1.8B

12% of AUM

Avg account

$2.5M

Accounts

5,953

Employees

Advisory reps

Firm details

Headquarters: AVENTURA, Florida
CRD number: 164817
Registered since: August 13, 2012
Website: www.cv-advisors.com
Custodians: J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI86.95%
Insurance Companies5.93%
Banking / Thrift Institutions2.28%
Corporations / Businesses1.98%
Pooled Investment Vehicles1.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CV Advisors LLC is an independent registered investment adviser formed in 2012 that serves both high-net-worth individuals/families and institutional clients. The firm acts as a capital allocator and provides fee-based financial planning and portfolio management across individually managed accounts, pooled vehicles, and institutional mandates. Its advisory services include selecting other managers and serving as sponsor/GP/managing member of pooled investment vehicles. The firm charges a mix of percentage-of-AUM and fixed fees. CV Advisors is not positioned as an active ESG investor and is not registered as a multi-state adviser. The firm has been recognized in industry rankings, including placements on Barron’s Top 100 RIA Firms across multiple years (2021–2025), a Forbes accolade in 2024, and a FA Magazine mention in 2020.