RIA Intel›Advisers›Tennessee›CV SECURITIES ANALYSIS, LLC

CV SECURITIES ANALYSIS, LLC

Advisory

Data as of Aug 27, 2026 · Source: SEC Form ADV

Average account

$107K

across 5 accounts

AUM per adviser

$537K

1 adviser

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$537K

Discretionary %

100%

Clients

5

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$537K

Discretionary AUM$537K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

LAKEWOOD FINANCIAL PLANNING, INC.

BRENTWOOD, TN

$550K

GRAYBRIDGE LLC

$700K

+100.0% 1Y

COVENANT FINANCIAL PLANNING AND RESOURCE MANAGEMENT, INC.

$353K

VALOR FINANCIAL PLANNING, LLC

JOHNSON CITY, TN

$777K

VANCUYK HOLDINGS LLC

$287K

VERITAS PRIVATE WEALTH MANAGEMENT, LLC

FRANKLIN, TN

$260K

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