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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CVFG LLC
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| CRD # | 325310 |
| SEC # | 801-127739 |
| CIK # | 0002050974 |
| AUM | $352.3 M (2025-01-29) |
| Employees | 11 (55% Investors, 55% Brokers) |
| Phone | 317-398-8200 |
| Address | 2177 Intelliplex Dr Ste 201 Shelbyville, IN 46176 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.6 | ||
| Lilly Eli & Co | 3.3 | ||
| Microsoft Corp | 3.3 | ||
| Amazon Com Inc | 2.1 | ||
| Mastercard Inc | 1.9 | ||
| Nvidia Corp | 1.7 | ||
| Intuit Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Tesla Motors Inc | 1.2 | ||
| McGraw-hill Companies Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 686 | 173.8 |
| (b) Individuals (high net worth individuals) | 74 | 164.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.8 |
| (h) Charitable organizations | 0 | 10.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,082 | 352.3 |
| By Discretionary | ||
| Discretionary | 1,082 | 352.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,082 | 352.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.3 | |
| Total | 1,082 | 352.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002050974] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
United Advisors America Corporation
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|
TX | 0.4 |
|
Colley Asset Management Inc
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|
NY | 0.4 |
|
Endeavor Private Wealth Inc
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|
KS | 0.4 |
|
Coordinated Financial Services Inc
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|
CO | 0.4 |
|
First Eagle Separate Account Management LLC
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|
NY | 0.4 |
|
Aspect Partners LLC
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|
VA | 0.4 |
|
Haven Private LLC
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|
FL | 0.4 |
|
Longview Financial Advisors LLC
✚
|
0.4 | |
|
Bostonpremier Wealth LLC
✚
|
MA | 0.4 |
|
ADE LLC
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|
MD | 0.4 |