# CV Advisors LLC

> 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.

- CRD: 164817
- Filed as: CV ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164817
- AdvisorCensus page: https://advisorcensus.com/firm/cv-advisors-llc-aventura-fl-164817

## Quick answers

**How is CV Advisors LLC compensated?**
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).

**Where is CV Advisors LLC located?**
CV Advisors LLC's principal office is in Aventura, FL, according to its Form ADV.

**Is CV Advisors LLC registered with the SEC or a state?**
CV Advisors LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164817.

**How much does CV Advisors LLC manage?**
CV Advisors LLC reports $15,083,670,822 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (12% discretionary).

**How have CV Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does CV Advisors LLC serve?**
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).

**Which custodians does CV Advisors LLC use?**
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.

**Does CV Advisors LLC 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/164817

**Does CV Advisors LLC state an account minimum?**
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."

**What changed in CV Advisors LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 23, 2026)

- Account minimum: $50,000,000

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- Morgan Stanley

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: $15,083,670,822
- Discretionary: $1,832,130,135
- Non-discretionary: $13,251,540,687

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 145 | $13,114,497,979 |
| Banking or thrift institutions | Fewer than 5 | $343,946,399 |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $294,964,692 |
| Charitable organizations | Fewer than 5 | $136,642,677 |
| Insurance companies | Fewer than 5 | $894,421,876 |
| Corporations or other businesses not listed above | Fewer than 5 | $299,197,199 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 82 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cv-advisors.com
- LinkedIn @cv-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,907,340,431 | 52 | July 1, 2021 |
| October 2022 | $9,406,618,249 | 51 | July 27, 2022 |
| October 2023 | $8,415,385,935 | 45 | September 27, 2023 |
| October 2024 | $9,678,316,282 | 56 | April 22, 2024 |
| October 2025 | $12,855,520,555 | 71 | March 19, 2025 |
| October 2026 | $15,083,670,822 | 82 | April 23, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CV Advisors LLC (CRD 164817): Form ADV filing data as of October 2026.