COREVISION FINANCIAL GROUP

Legal name: CVFG LLC

CRD 325310File 801-127739

APPROVED

Retail clients

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.15B

Above cohort median (national)

Discretionary AUM

$1.15B

Clients

1,310

2,851 accounts

Employees

Top 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 1, 2023
Principal office: 2177 INTELLIPLEX DR. STE 201, SHELBYVILLE, IN, 46176
Phone: 317-398-8200
Website: https://www.facebook.com/paradigmwealthpartners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.15B
Discretionary AUM: $1.15B
Non-discretionary AUM: $0
Discretionary accounts: 2,851
Non-discretionary accounts: 0
Total accounts: 2,851
AUM per client: $881K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$38.1M
Charitable organizations	6	$90.4M
High net worth individuals	162	$370.4M
Pension and profit sharing plans	14	$11.2M
Individuals (other than high net worth individuals)	1,128	$644.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.