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CV Advisors

SEC-registered adviser since 2012Aventura, FLCRD 164817

$15.1B
AUM
159
Clients
See fees
Fee
23
Advisory staff

From Form ADV filed 23 April 2026 · data retrieved 15 October 2026SEC record

CV Advisors is an investment adviser headquartered in Aventura, Florida, and registered with the SEC since 2012. Its clients include high-net-worth individuals, insurance companies and banking or thrift institutions. High-net-worth individuals account for 87% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Fee arrangements include a percentage of assets under management and fixed fees. CV Advisors Group, LLC owns 50% to 75% of CV Advisors.

Clients

CV Advisors serves 159 clients, 145 of them high-net-worth individuals. The average client has about $95 million with the firm, and high-net-worth clients hold 87% of its $15.1 billion in assets.

Regulatory assets by client type
  • High-net-worth individuals145 clients87%
  • Banking or thrift institutions2%
  • Insurance companies6%
  • OtherPooled investment vehicles, Charitable organizations, Corporations and other businesses5%
Show client breakdown
High-net-worth individuals
Clients
145
Regulatory AUM
$13,114,497,979
Share
86.9%
Avg. per client
$90.4M
Banking or thrift institutions
Clients
Not reported
Regulatory AUM
$343,946,399
Share
2.3%
Avg. per client
—
Pooled investment vehicles
Clients
14
Regulatory AUM
$294,964,692
Share
2.0%
Avg. per client
$21.1M
Charitable organizations
Clients
Not reported
Regulatory AUM
$136,642,677
Share
0.9%
Avg. per client
—
Insurance companies
Clients
Not reported
Regulatory AUM
$894,421,876
Share
5.9%
Avg. per client
—
Corporations and other businesses
Clients
Not reported
Regulatory AUM
$299,197,199
Share
2.0%
Avg. per client
—

Total

Clients
159
Regulatory AUM
$15,083,670,822
Share
100%
Avg. per client
$94.9M

What it does

CV Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities. It is paid through a percentage of assets and fixed fees.

CV Advisors provided financial planning to 51–100 clients last fiscal year and advises 14 private funds.

12.1% of assets ($1.83B across 758 accounts) are managed with discretion; $13.25B across 5,195 accounts are not. 54% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks28%
  • Funds16%
    • Pooled vehicles13%
    • Registered funds3%
  • Bonds48%
    • Investment grade corporate bonds41%
    • U.S. government and agency bonds4%
    • High-yield corporate bonds2%
    • Sovereign bonds1%
  • Cash8%

Custodians

CV Advisors’ client accounts are held mainly at J.P. Morgan, with 32% of managed assets, and Morgan Stanley, with 19%. CV Advisors has custody of client assets.

Managed account assets by custodian
  • Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $2.92B19%
  • J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $4.90B32%
  • All other custodians$7.27B48%

Ownership and leadership

CV Advisors Group, LLC owns 50% to 75% of CV Advisors.

Who owns the firm
CV Advisors LLC· the adviser

  • CV Advisors Group, LLC

    Control person · since October 2023

    Owns 50% to 75% of CV Advisors LLC

  • CWC CV Investor, LLC

    Control person · since October 2023

    Owns 10% to 25% of CV Advisors LLC

  • Ari Hadida

    Member of CV Advisors Incentive Member LLC · since April 2026

Leadership

  • Beatriz Gutierrez Junco
    Chief Compliance Officer
  • Elliot Dornbusch
    Manager, CEO, Chairman
  • Alexandre Mann
    Manager, Managing Director
  • Matthew Storm
    Manager, Managing Director

Staff

  • 82 employees
  • 23 in advisory functions
  • 2 state-registered reps

Reported holdings

CV Advisors’ reported 13F holdings total $541.9M across 134 positions, and the ten largest make up 73.3% of it.

$541.9M
Reported 13F value
134
Positions
73.3%
In the 10 largest
+47.9%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. State Str SPDR S&P 500 ETF T · TR Unit39.7%
  2. Alphabet Inc. · Cap Stk CL A5.3%
  3. Nvidia Corporation5.2%
  4. Apple Inc.5.1%
  5. Invesco Qqq TR · Unit Ser 14.6%
  6. Amazon Com Inc.4.1%
  7. Microsoft Corp.3.1%
  8. iShares TR · 20 YR TR BD ETFCall2.5%
  9. Meta Platforms Inc. · CL A2.1%
  10. Alphabet Inc. · Cap Stk CL C1.7%

Together, the ten largest are 73.3% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 21 July 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $541.9M is not its $15.08B in regulatory assets and does not represent any individual client's portfolio.

Fees

CV Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees).

CV Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, CV Advisors has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Florida · 1 listed address

  • 19495 Biscayne Boulevard, Suite PH1, AventuraHQ

Registration details

Legal name
CV Advisors LLC
Headquarters
19495 Biscayne Boulevard, Suite PH1, Aventura, FL 33180
Phone
305-358-5990
Website
www.cv-advisors.com
SEC file
801-77002
Structure
Florida LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does CV Advisors have?

CV Advisors has 159 clients and manages $15.1 billion for them, as of April 2026. They include 145 high-net-worth individuals and 14 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026

What services does CV Advisors offer?

CV Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does CV Advisors use?

CV Advisors’ separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $4,899,390,960 and Morgan Stanley Smith Barney LLC (Purchase, NY), with $2,918,347,487. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026

How many financial advisors does CV Advisors have?

CV Advisors has 2 investment adviser representatives registered with state securities authorities, out of 82 employees, and 23 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does CV Advisors invest in?

At the end of its last fiscal year, CV Advisors’ separately managed accounts held 41% investment grade corporate bonds, 28% exchange-traded equities, 13% pooled vehicles (private funds and similar), 8% cash and equivalents, 4% U.S. government and agency bonds, 3% registered funds (mutual funds, ETFs, BDCs), 2% high-yield corporate bonds and 1% sovereign bonds. It advises 14 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns CV Advisors?

CV Advisors’ direct owners are CV Advisors Group, LLC (50% to 75%) and CWC CV Investor, LLC (10% to 25%).

Source: Form ADV Part 1A, Schedules A and B, filed 23 April 2026

How does CV Advisors get paid?

CV Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 23 April 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 164817.
  3. Form 13F-HR, filed 21 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with CV Advisors LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.