CV SECURITIES LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

CV Securities LLC is a limited liability company that appears in FINTRX as an SEC-registered adviser as of 2023. Ownership is identified as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot data; it does not report itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset contains no detail about the firm's client segments, fee schedules, core advisory services, or specific investment focus areas. FINTRX also does not list any stated activities or outside affiliations for the firm.

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

    Managing Director, Chief Operating OfficerCRD 6030349

  • DAVID VORHOFF

    CEOCRD 2032580

Contacts

2 of 2
  • Timothy Vorhoff

    AssociateCRD 6965834

  • JOHN STEWART

    Registered RepresentativeCRD 1785605

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