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 that began SEC registration in 2023. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Compensation is primarily fee-based, combining a percentage of assets under management with the option for hourly charges. 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
FINTRXContacts
FINTRXWealth 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
Similar firms
Korhorn Financial Group
RIAGranger, IN
FI3 Financial Advisors, LLC
RIAIndianapolis, IN
Deerfield
RIAIndianapolis, IN
Centerfield Capital Partners
RIAIndianapolis, IN
Vestia Personal Wealth Advisors
RIAFort Wayne, IN
Pettinga Financial Advisors, LLC
RIAEvansville, IN