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COREVISION FINANCIAL GROUP

SHELBYVILLE, IN · CRD 325310 · IAPD ↗ · 317-398-8200

$1.15BRegulatory AUM
6Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — COREVISION FINANCIAL GROUP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2026 — COREVISION FINANCIAL GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2026 — COREVISION FINANCIAL GROUP notice-filed in AL, AR, MI, NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — COREVISION FINANCIAL GROUP notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — COREVISION FINANCIAL GROUP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — COREVISION FINANCIAL GROUP crossed $1B in regulatory AUM ($352.3M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
73
February 2025 — COREVISION FINANCIAL GROUP reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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