CV ADVISORS LLC
SEC RegisteredManaging investments, maximizing possibilities
About the firm
CV Advisors, LLC is a Multi-family office based in Miami, serving clients globally. With more than $24BN in assets under advisement, a unique research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients' evolving financial needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, family office services, and institutional services, including building and monitoring portfolios and supporting clients' evolving financial needs, with a highly customized single-family office approach and proprietary technology.
Who they serve
Clients globally, served through 157 client relationships
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 145 | $13.1B |
| Pension/Profit Sharing Plans | 14 | $295M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| AUM from $25M to $50M | 0.70% |
| AUM from $50M to $75M | 0.65% |
| AUM from $75M to $100M | 0.60% |
| AUM from $100M to $125M | 0.55% |
| AUM from $125M to $150M | 0.50% |
| AUM from $150M to $175M | 0.45% |
| AUM from $175M to $250M | 0.40% |
| AUM above $250M | 0.35% |
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CV ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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