{"url":"https://nivawealth.com/firms/cv-advisors-164817","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164817","regulatoryAum":15083670822,"crd":"164817","secFileNumber":"801-77002","legalName":"CV Advisors LLC","displayName":"CV Advisors","website":"https://www.cv-advisors.com","linkedinUrl":"https://www.linkedin.com/company/cv-advisors/mycompany/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"19495 Biscayne Boulevard, Suite PH1","city":"Aventura","state":"FL","stateName":"Florida","country":"United States","postalCode":"33180"},"tradeNames":[],"registration":{"secApproved":"13 August 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":82,"advisory":23,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":1832130135,"discretionaryAccounts":758,"nonDiscretionary":13251540687,"nonDiscretionaryAccounts":5195,"wrapProgram":null,"nonUsClientsPct":54,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":145,"regulatoryAum":13114497979},{"label":"Banking or thrift institutions","clients":null,"regulatoryAum":343946399},{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":294964692},{"label":"Charitable organizations","clients":null,"regulatoryAum":136642677},{"label":"Insurance companies","clients":null,"regulatoryAum":894421876},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":299197199}],"fees":[],"feeNotes":[],"custodians":[{"name":"Morgan Stanley Smith Barney LLC","shortName":"Morgan Stanley","location":"Purchase, NY","smaAssets":2918347487},{"name":"J.P. 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Also trustee/manager of The Jesa Irrevocable Trust and a control person, since November 2024.","parent":"Elliot Dornbusch Living Trust"},{"label":"Matthew J. Storm Living Trust","detail":"Indirect owner: member of Cva Founders, LLC and a control person, since November 2020.","parent":"Cva Founders, LLC"},{"label":"Matthew Storm","detail":"Indirect owner: trustee, manager of Matthew J. Storm Living Trust and a control person, since November 2020.","parent":"Matthew J. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does CV Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does CV Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CV Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CV Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CV Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CV Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/cv-advisors-164817/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-21","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1872254/000208585326000784/0002085853-26-000784-index.html","totalValue":541877662,"positionCount":134,"top10Share":0.7333434589890883,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":215224507,"shares":288207,"shareType":"SH","priorValue":188706202,"priorShares":290165},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":28910876,"shares":80899,"shareType":"SH","priorValue":22533777,"priorShares":78362},{"issuer":"NVIDIA 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}