Corevision Financial Group
Firm details
- Headquarters
- Shelbyville, Indiana
- CRD number
- 325310
- Registered since
- May 1, 2023
- Website
- corevisionfg.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals55.82%
- HNWI32.08%
- Charitable Organizations7.83%
- Corporations / Businesses3.3%
- Pension & Profit Sharing Plans0.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Corevision Financial Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individuals, families and institutional clients and describes itself as a capital allocator that can bring third-party managers into client portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fee arrangements are primarily a percentage of assets under management, with hourly billing available for some services. Corevision does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Grant Reeves
Chief Compliance OfficerCRD 7289394
Contacts
3 of 9
Jonathan Bednar
Wealth AdvisorCRD 2112039
Andrea Lee
Financial AdvisorCRD 6840050
Jonathan Bednar
Certified Financial PlannerCRD 5692419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$552M in ETFs
85%
$471M
8%
$81.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $55.9M | 616,164 | 10.14% |
Location
Shelbyville, IN
Shelby
Location
Shelbyville, IN
Headquartered in Shelbyville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Shelby
- Address
- 2177 Intelliplex Dr
- Time zone
- ET (UTC-5)
- Office locations
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