{
  "crd_number": 325310,
  "slug": "corevision-financial-group-shelbyville-in-325310",
  "primary_business_name": "COREVISION FINANCIAL GROUP",
  "legal_name": "CVFG LLC",
  "dbas": [
    "PARADIGM WEALTH PARTNERS"
  ],
  "city": "Shelbyville",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-05-01",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 1154353259.0,
  "raum_discretionary": 1154353259.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 90396878.0,
      "count": 6
    },
    "individuals": {
      "raum": 644306307.0,
      "count": 1128
    },
    "pension_profit_sharing": {
      "raum": 11152965.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 370369493.0,
      "count": 162
    },
    "corporations_other_businesses": {
      "raum": 38127616.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "CA",
    "FL",
    "GA",
    "IN",
    "KY",
    "LA",
    "MI",
    "NC",
    "NH",
    "OH",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://corevisionfg.com",
    "https://facebook.com/corevisionfinancialgroup",
    "https://facebook.com/paradigmwealthpartners",
    "https://instagram.com/whatthewealth",
    "https://linkedin.com/company/corevision-financial-group",
    "https://linkedin.com/company/paradigm-wealth-partners",
    "https://paradigmwp.co",
    "https://twitter.com/CoreVisionFG",
    "https://youtube.com/@paradigmwealthpartners",
    "https://youtube.com/@whatthewealth",
    "https://youtube.com/channel/UC_ra37OYAUzopI8I5oidEMw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325310",
  "city_as_filed": "SHELBYVILLE",
  "url": "https://advisorcensus.com/firm/corevision-financial-group-shelbyville-in-325310",
  "display_name": "Corevision Financial Group",
  "summary": "Corevision Financial Group is an SEC-registered investment advisory firm in Shelbyville, IN, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. Corevision Financial Group (CRD 325310): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Corevision Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Corevision Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "What does Corevision Financial Group's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 14, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Corevision Financial Group located?",
      "a": "Corevision Financial Group's principal office is in Shelbyville, IN, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Corevision Financial Group registered with the SEC or a state?",
      "a": "Corevision Financial Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325310."
    },
    {
      "q": "How much does Corevision Financial Group manage?",
      "a": "Corevision Financial Group reports $1,154,353,259 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Corevision Financial Group's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Corevision Financial Group: Regulatory assets under management: $274,369,382 in the October 2023 data and $1,154,353,259 in the October 2026 data, up 321%. Total employees: 11 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Corevision Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,128); high net worth individuals (162); pension and profit sharing plans (but not the plan participants or government pension plans) (14)."
    },
    {
      "q": "Which custodians does Corevision Financial Group use?",
      "a": "Corevision Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Corevision Financial Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325310"
    },
    {
      "q": "Does Corevision Financial Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 14, 2026 says: \"coreVISION generally does not impose a minimum account size for establishing a relationship.\""
    },
    {
      "q": "What changed in Corevision Financial Group's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in LA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 274369382.0,
      "total_employees": 11,
      "filing_date": "2023-08-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 298108661.0,
      "total_employees": 11,
      "filing_date": "2024-01-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 352323031.0,
      "total_employees": 11,
      "filing_date": "2025-01-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1154353259.0,
      "total_employees": 11,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in AL, AR, MI, NC, VA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Paradigm Wealth Partners.",
        "Regulatory assets under management went from $352,323,031 to $1,154,353,259 (+228%).",
        "Added an office in Chattanooga, TN.",
        "Registered or notice-filed in CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 14, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Investment advisory fees range up to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "coreVISION generally does not impose a minimum account size for establishing a relationship."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees range up to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "coreVISION generally does not impose a minimum account size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/corevision-financial-group-shelbyville-in-325310.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1128,
      "fewer_than_5": false,
      "raum": 644306307.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 162,
      "fewer_than_5": false,
      "raum": 370369493.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 11152965.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 90396878.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 38127616.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325310",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}