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CV ADVISORS LLC

Advisory

N·AVENTURA, FL

Data as of Apr 23, 2026 · Source: SEC Form ADV

Total AUM

$15.1B

1-Year AUM Growth

+15.0%

3-Year CAGR

+7.9%

Employees

23

Assets Under Management

Total AUM$15.1B

Discretionary AUM$1.8B

Non-Discretionary AUM$13.3B

Discretionary %12.1%

Total Clients134

Team

Total Employees23

Investment Advisers82

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record43

First FilingDec 3, 2012

Latest FilingApr 23, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CV ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.