# Corevision Financial Group

> 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.

- CRD: 325310
- Filed as: COREVISION FINANCIAL GROUP
- Legal name: CVFG LLC
- Also doing business as: PARADIGM WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shelbyville, IN
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325310
- AdvisorCensus page: https://advisorcensus.com/firm/corevision-financial-group-shelbyville-in-325310

## Quick answers

**How is Corevision Financial Group compensated?**
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.

**What does Corevision Financial Group's brochure say about its fees?**
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.

**Where is Corevision Financial Group located?**
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).

**Is Corevision Financial Group registered with the SEC or a state?**
Corevision Financial Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325310.

**How much does Corevision Financial Group manage?**
Corevision Financial Group reports $1,154,353,259 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**How have Corevision Financial Group's assets and staff changed since 2023?**
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.

**What types of clients does Corevision Financial Group serve?**
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).

**Which custodians does Corevision Financial Group use?**
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.

**Does Corevision Financial Group report any disciplinary disclosures?**
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

**Does Corevision Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated July 14, 2026 says: "coreVISION generally does not impose a minimum account size for establishing a relationship."

**What changed in Corevision Financial Group's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 14, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: None

> coreVISION generally does not impose a minimum account size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,154,353,259
- Discretionary: $1,154,353,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,128 | $644,306,307 |
| High net worth individuals | 162 | $370,369,493 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $11,152,965 |
| Charitable organizations | 6 | $90,396,878 |
| Corporations or other businesses not listed above | Fewer than 5 | $38,127,616 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, CA, FL, GA, IN, KY, LA, MI, NC, NH, OH, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Chattanooga, TN
- Knoxville, TN
- Nashville, IN

### Websites listed on Form ADV (Item 1.I)
- corevisionfg.com
- paradigmwp.co
- Facebook @corevisionfinancialgroup
- Facebook @paradigmwealthpartners
- Instagram @whatthewealth
- LinkedIn @corevision-financial-group
- LinkedIn @paradigm-wealth-partners
- X @CoreVisionFG
- YouTube @paradigmwealthpartners
- YouTube @whatthewealth
- YouTube @UC_ra37OYAUzopI8I5oidEMw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $274,369,382 | 11 | August 25, 2023 |
| October 2024 | $298,108,661 | 11 | January 31, 2024 |
| October 2025 | $352,323,031 | 11 | January 29, 2025 |
| October 2026 | $1,154,353,259 | 11 | July 14, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in LA.

### June 2026
- Registered or notice-filed in NH.

### May 2026
- Registered or notice-filed in AL, AR, MI, NC, VA.

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corevision Financial Group (CRD 325310): Form ADV filing data as of October 2026.