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| CVFG LLC
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| CRD # | 325310 |
| SEC # | 801-127739 |
| CIK # | 0002050974 |
| AUM | 1,154.4 M (2026-05-26) |
| Employees | 11 (55% Investors, 55% Brokers) |
| Phone | 317-398-8200 |
| Address | 2177 Intelliplex Dr Ste 201 Shelbyville, IN 46176 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 25.6 | ||
| Apple Inc | 20.7 | ||
| Lilly Eli & Co | 15.5 | ||
| Microsoft Corp | 15.1 | ||
| Amazon Com Inc | 12.3 | ||
| GS Acquisition Holdings Corp | 11.9 | ||
| Alphabet Inc | 11.7 | ||
| Argan Inc | 11.0 | ||
| J P Morgan Chase & Co | 10.6 | ||
| Bloom Energy Corp | 10.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,128 | 644.3 |
| (b) Individuals (high net worth individuals) | 162 | 370.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 11.2 |
| (h) Charitable organizations | 6 | 90.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 38.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,851 | 1,154.4 |
| By Discretionary | ||
| Discretionary | 2,851 | 1,154.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,851 | 1,154.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,154.4 | |
| Total | 2,851 | 1,154.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002050974] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lake Street Private Wealth LLC
✚
|
IL | 1,158.7 M |
|
Frazier Financial Advisors LLC
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OH | 1,158.5 M |
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APCM Wealth Management for Individuals LLC
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AK | 1,156.2 M |
|
Kerberrose Wealth Management LLC
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WI | 1,155.2 M |
|
Third View Private Wealth LLC
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CT | 1,155.0 M |
|
Arkos Global Advisors LLC
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|
TX | 1,154.9 M |
|
Longview Wealth Management Inc
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|
GA | 1,153.6 M |
|
Cooper/Haims Advisors LLC
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NY | 1,152.4 M |
|
Aubrey Capital Management Limited
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1,152.0 M | |
|
AB2 Capital Partners LLC
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|
FL | 1,150.0 M |