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COREVISION FINANCIAL GROUP
CVFG LLC
CRD 325310 · SEC 801-127739
2177 INTELLIPLEX DR. STE 201, SHELBYVILLE, IN, 46176, United States
Phone
317-398-8200
Fax
317-398-8201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$1.15B
Team
11 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1128 | $644.3M |
| High net worth individuals | 162 | $370.4M |
| Pension/profit sharing plans | 14 | $11.2M |
| Charitable organizations | 6 | $90.4M |
States served
AL, AR, CA, GA, IN, KY, MI, NC, OH, TN, VA, TX, NH, FL
All web addresses on file
- https://www.facebook.com/corevisionfinancialgroup/
- https://corevisionfg.com/
- https://twitter.com/CoreVisionFG
- https://www.facebook.com/paradigmwealthpartners
- https://www.linkedin.com/company/paradigm-wealth-partners/
- https://www.linkedin.com/company/corevision-financial-group/
- https://www.instagram.com/whatthewealth/
- https://www.paradigmwp.co/
- https://www.youtube.com/@paradigmwealthpartners
- https://www.youtube.com/@whatthewealth
- https://www.instagram.com/whatthewealth/
- https://www.youtube.com/channel/UC_ra37OYAUzopI8I5oidEMw
Official SEC filing: View on IAPD