Cvna provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Cvna reports 218 clients. They include 124 high-net-worth individuals and 94 individual clients. Of its assets, 100.0% ($712M across 568 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 6% |
| High-net-worth individuals | 57% | 91% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 94 | $46M | 6.5% | $489K |
| High-net-worth individuals | 124 | $645M | 90.6% | $5.2M |
| Charitable organizations | Fewer than 5 | $20.9M | 2.9% | — |
| Corporations and other businesses | Fewer than 5 | $401K | 0.1% | — |
| Total | 218 | $712M | 100% | — |
- Clients
- 94
- Regulatory AUM
- $46M
- AUM share
- 6.5%
- Avg. per client
- $489K
- Clients
- 124
- Regulatory AUM
- $645M
- AUM share
- 90.6%
- Avg. per client
- $5.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $20.9M
- AUM share
- 2.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $401K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 218
- Regulatory AUM
- $712M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Cvna charges 0.50%–1.00% a year for its Portfolio management services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.75% |
| $5M–$10M | 0.60% |
| $10M and above | 0.50% |
Fee details and sources
Brenton Luce owns 75% or more of Cvna. The leadership team of Cvna includes Chief Compliance Officer Daniel Dwyer. It has 4 employees, 2 of them in advisory roles.
Leadership
- Daniel DwyerChief Compliance Officer
- Brenton LuceManaging Partner
- Razmig PounardjianManaging Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Denny Bob Johnson
- Brenton Keith Luce
- Razmig K Pounardjian
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Cvna, LLC
Brenton Luce
Control person · since April 2026
- Owns 10% to 25% of Cvna, LLC
Razmig Pounardjian
Control person · since April 2026
Besides its headquarters, Cvna has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 30195 Chagrin BLVD, Suite 114, Pepper PikeHQ
Contact and registration details
- Legal name
- Cvna, LLC
- Headquarters
- 30195 Chagrin BLVD, Suite 114, Pepper Pike, OH 44124
- Website
- woodlandwealthpartners.com
- Phone
- 330-416-5509
- SEC file
- 801-135722
- Founded
- 2026
- Structure
- Ohio LLC
- Fiscal year end
- December
Cvna uses Charles Schwab ($657M) as custodian for its separately managed accounts. Cvna does not have custody of client assets.
- Charles SchwabCharles Schwab · Orlando, FL · $657M100%
At year end, Cvna’s separately managed accounts were mostly in stocks (84%).
What the accounts hold
- Stocks84%
- Funds8%
- Bonds4%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- Cash2%
- Other2%
- Gold and silver bullion (bars and coins); private real estate and alternative investment partnerships; non-agency asset-backed securities ; and legacy zero-value positions.2%
How many clients does Cvna have?
Cvna has 218 clients and manages $712 million for them, as of July 2026. They include 124 high-net-worth individuals and 94 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026
What services does Cvna offer?
Cvna provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cvna charge?
Cvna charges 0.50%–1.00% a year for its Portfolio management services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Cvna use?
Cvna’s separately managed account assets are held at Charles Schwab (Orlando, FL), with $657M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026
How many financial advisors does Cvna have?
Cvna has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 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 Cvna invest in?
At the end of its last fiscal year, Cvna’s separately managed accounts held 84% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 2% cash and equivalents, 2% other and 1% U.S. government and agency bonds. The 2% other category is described as: Gold and Silver Bullion (Bars and Coins); Private Real Estate and Alternative Investment Partnerships; Non-Agency Asset-Backed Securities ; and Legacy Zero-Value Positions.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cvna?
Cvna’s direct owners are Brenton Luce (75% or more) and Razmig Pounardjian (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 July 2026
How does Cvna get paid?
Cvna is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cvna?
Cvna’s main office is at 30195 Chagrin BLVD, Suite 114, Pepper Pike, OH 44124. Its phone number is 330-416-5509. Its website is woodlandwealthpartners.com.