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CV ADVISORS LLC
CRD 164817File 801-77002
APPROVED
Retail clients
Custody
Filing as of Apr 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.