CV ADVISORS LLC

CRD 164817 · SEC 801-77002

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19495 BISCAYNE BOULEVARD, SUITE PH1, AVENTURA, FL, 33180, United States

Phone

305-358-5990

Fax

305-675-8561

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$15.08B

Discretionary AUM

$1.83B

Team

82 total employees; 23 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCONSOLIDATED FINANCIAL REPORTING

Client types

Type	Clients	AUM
High net worth individuals	145	$13.11B
Pooled investment vehicles	14	$295.0M

States served

LA, TX, FL

All web addresses on file

https://www.cv-advisors.com
https://www.linkedin.com/company/cv-advisors/mycompany/

Official SEC filing: View on IAPD