{
  "crd_number": 164817,
  "slug": "cv-advisors-llc-aventura-fl-164817",
  "primary_business_name": "CV ADVISORS LLC",
  "legal_name": "CV ADVISORS LLC",
  "dbas": [],
  "city": "Aventura",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-08-13",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-23",
  "carried_forward": false,
  "raum_total": 15083670822.0,
  "raum_discretionary": 1832130135.0,
  "raum_non_discretionary": 13251540687.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 82,
  "advisory_employees": 23,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 136642677.0,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 343946399.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 894421876.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 13114497979.0,
      "count": 145
    },
    "pooled_investment_vehicles": {
      "raum": 294964692.0,
      "count": 14
    },
    "corporations_other_businesses": {
      "raum": 299197199.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "TX"
  ],
  "websites": [
    "https://cv-advisors.com",
    "https://linkedin.com/company/cv-advisors/mycompany"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164817",
  "city_as_filed": "AVENTURA",
  "url": "https://advisorcensus.com/firm/cv-advisors-llc-aventura-fl-164817",
  "display_name": "CV Advisors LLC",
  "summary": "CV Advisors LLC is an SEC-registered investment advisory firm in Aventura, FL, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 23, 2026.",
  "citation": "AdvisorCensus. CV Advisors LLC (CRD 164817): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is CV Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CV Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is CV Advisors LLC located?",
      "a": "CV Advisors LLC's principal office is in Aventura, FL, according to its Form ADV."
    },
    {
      "q": "Is CV Advisors LLC registered with the SEC or a state?",
      "a": "CV Advisors LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164817."
    },
    {
      "q": "How much does CV Advisors LLC manage?",
      "a": "CV Advisors LLC reports $15,083,670,822 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (12% discretionary)."
    },
    {
      "q": "How have CV Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for CV Advisors LLC: Regulatory assets under management: $8,907,340,431 in the October 2021 data and $15,083,670,822 in the October 2026 data, up 69%. Total employees: 52 in October 2021 and 82 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CV Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (145); pooled investment vehicles (other than investment companies and business development companies) (14)."
    },
    {
      "q": "Which custodians does CV Advisors LLC use?",
      "a": "CV Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC and Morgan Stanley as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CV Advisors LLC 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/164817"
    },
    {
      "q": "Does CV Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 23, 2026 says: \"CV Advisors provides investment advisory services to Clients who are high-net-worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, corporations, or other qualified entities that have a minimum of $50 million of investable assets.\""
    },
    {
      "q": "What changed in CV Advisors LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8907340431.0,
      "total_employees": 52,
      "filing_date": "2021-07-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 9406618249.0,
      "total_employees": 51,
      "filing_date": "2022-07-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8415385935.0,
      "total_employees": 45,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 9678316282.0,
      "total_employees": 56,
      "filing_date": "2024-04-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12855520555.0,
      "total_employees": 71,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 15083670822.0,
      "total_employees": 82,
      "filing_date": "2026-04-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 19 to 23.",
        "Regulatory assets under management went from $12,855,520,555 to $15,083,670,822 (+17%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000,000"
        ],
        "quotes": [
          "CV Advisors provides investment advisory services to Clients who are high-net-worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, corporations, or other qualified entities that have a minimum of $50 million of investable assets."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "CV Advisors provides investment advisory services to Clients who are high-net-worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, corporations, or other qualified entities that have a minimum of $50 million of investable assets."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "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/cv-advisors-llc-aventura-fl-164817.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 145,
      "fewer_than_5": false,
      "raum": 13114497979.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 343946399.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 294964692.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 136642677.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 894421876.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 299197199.0
    }
  ],
  "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/164817",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}