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 both individual and family clients as well as institutional accounts, billing primarily as a percentage of assets under management and occasionally on an hourly basis. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Corevision identifies itself as a capital allocator and does not market an ESG-focused investment approach. Custody and trading are concentrated through a primary custodian relationship (see Assets & Accounts). The firm’s investment posture favors equities and exchange-traded instruments as its primary vehicle for client exposure.
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 1GRANT REEVES
Chief Compliance OfficerCRD 7289394
Contacts
3 of 10JONATHAN 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 119Active vs passive
$463M in ETFs
87%
$403M
6%
$60.2M
| 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 | $46.2M | 584,153 | 9.97% |
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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