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CV ADVISORS LLC

AVENTURA, FL · CRD 164817 · IAPD ↗ · cv-advisors.com · 305-358-5990

$15.08BRegulatory AUM
23Advisory reps
82Employees
0Clients
51-100Planning clients
14Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2026 — CV ADVISORS LLC grew from 19 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2025 — CV ADVISORS LLC reported RAUM up 33% ($9.68B -> $12.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — CV ADVISORS LLC grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — CV ADVISORS LLC now reports custody of client assets ($184.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — CV ADVISORS LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.