← Directory
CV ADVISORS LLC
CRD 164817File 801-77002
APPROVED
Retail clients
Custody
Filing as of Apr 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$15.08B
Top 10% of cohort (national)
Discretionary AUM
$1.83B
Non-discretionary $13.25B
Clients
159
5,953 accounts
Employees
82
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 13, 2012
- Principal office
- 19495 BISCAYNE BOULEVARD, SUITE PH1, AVENTURA, FL, 33180
- Phone
- 305-358-5990
- Website
- https://www.cv-advisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.08B
- Discretionary AUM
- $1.83B
- Non-discretionary AUM
- $13.25B
- Discretionary accounts
- 758
- Non-discretionary accounts
- 5,195
- Total accounts
- 5,953
- AUM per client
- $94.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $299.2M |
| Insurance companies | Fewer than 5 | $894.4M |
| Charitable organizations | Fewer than 5 | $136.6M |
| High net worth individuals | 145 | $13.11B |
| Pooled investment vehicles | 14 | $295.0M |
| Banking or thrift institutions | Fewer than 5 | $343.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 71 | 82 | increased by11 |
| Apr 1, 2026 | Clients | 134 | 159 | increased by25 |
| Apr 1, 2026 | AUM | $12,855,520,555 | $15,083,670,822 | increased by$2,228,150,267 |
| Apr 1, 2026 | Accounts | 3,869 | 5,953 | increased by2,084 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 51 | 71 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 102 | 134 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,406,618,249 | $12,855,520,555 | increased by$3,448,902,306 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,639 | 3,869 | increased by2,230 |
| Apr 1, 2022 | Employees | 52 | 51 | decreased by1 |
| Apr 1, 2022 | Clients | 101 | 102 | increased by1 |
| Apr 1, 2022 | AUM | $8,907,340,431 | $9,406,618,249 | increased by$499,277,818 |
| Apr 1, 2022 | Accounts | 1,144 | 1,639 | increased by495 |
| Aug 1, 2021 | Employees | 47 | 52 | increased by5 |
| Aug 1, 2021 | Clients | 82 | 101 | increased by19 |
| Aug 1, 2021 | AUM | $7,660,773,107 | $8,907,340,431 | increased by$1,246,567,324 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CV ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CV ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.