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, SEC-registered RIA formed in 2012 and structured as an LLC. The firm describes itself as a capital allocator serving high-net-worth individuals and families as well as institutional clients. Its advisory scope covers comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and pooled vehicles, and selection of sub‑advisers. CV Advisors charges both percentage-of-AUM and fixed fees and can act as sponsor or general partner and managing member for pooled investment vehicles. The firm is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. It has received external recognition in the wealth-management press, including listings from FA Magazine (2020), Barron’s Top 100 RIA Firms (2021–2025), and a Forbes Top RIA Firms mention in 2024.