CV Securities LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
323246
Registered since
September 11, 2023

Firm profile

FINTRX

Overview

CV Securities LLC is organized as a limited liability company and registered with the SEC in 2023. The firm is owned by a domestic individual/entity and is classified in the dataset as "Unclassified." Public disclosures in the FINTRX record are minimal: the firm is not identified as a capital allocator, does not report being an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or a related adviser. Fee structure, client types, and detailed advisory or business activities were not provided in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Marr

    Michael Marr

    Managing Director, Chief Operating OfficerCRD 6030349

  • David Vorhoff

    David Vorhoff

    CEOCRD 2032580

Contacts

3 of 3
  • Timothy Vorhoff

    Timothy Vorhoff

    AssociateCRD 6965834

  • John Stewart

    John Stewart

    Registered RepresentativeCRD 1785605

  • Normand Bremner

    Data ManagerCRD 7801780

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
810 N Tumbleweed Trl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth