Overview
Assets Under Management: $352 million
Headquarters: SHELBYVILLE, IN
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
CVFG LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325310), CVFG LLC is subject to fiduciary duty under federal law.
CVFG LLC is headquartered in SHELBYVILLE, IN.
CVFG LLC serves 74 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, CVFG LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CVFG LLC manages $352 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, CVFG LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,082
Discretionary Accounts: 1,082
Regulatory Filings
CRD Number: 325310
Last Filing Date: 2025-01-29 00:00:00
Website: https://corevisionfg.com