CV Advisors LLC

RIASEC Registered

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 investment adviser (registered in 2012) organized as a limited liability company. The firm describes itself as a capital allocator serving both individual and family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, and the selection of other advisers. CV Advisors combines fee structures based on a percentage of assets under management and fixed fees. It also acts in sponsor and general partner roles for pooled investment vehicles. The firm has received external recognition in industry publications: a feature in FA Magazine in 2020, repeated placement on Barron’s Top 100 RIA Firms from 2021 through 2025, and a Forbes mention in 2024.