RIA Intel›Advisers›Georgia›CVAGS, INC.

CVAGS, INC.

Advisory

N·ATLANTA, GA

Data as of Feb 1, 2021 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+9.1%

3-Year CAGR

+16.2%

Employees

5

Assets Under Management

Total AUM$2.7B

Discretionary AUM$2.1B

Non-Discretionary AUM$620M

Discretionary %76.8%

Total Clients—

Team

Total Employees5

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record26

First FilingMar 21, 2006

Latest FilingFeb 1, 2021

🔒 Full AUM trend chart and 26 historical filings spanning 15+ 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 CVAGS, INC.

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