Firm profile

Cv Advisors LLC

AVENTURA, FLCRD 164817Registration Status: ApprovedEffective since August 13, 2012SEC # 801-77002Latest ADV April 23, 2026

Cv Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aventura, FL. Its latest Form ADV filing, dated April 23, 2026, reports $15.1B in regulatory assets under management, 82 employees, 1 office, and 5,953 accounts.

Assets Under Management

$15.1B

Employees

Offices

1 office

Total Clients

159

Associated firm names

2 names listed

CV ADVISORS LLC
CV ADVISORS S. DE RL.

Leadership

2 roles identified

CEOElliot N. Dornbusch

CCOBeatriz Gutierrez Junco

Advisory services offered

6 types reported

Financial Planning Services

Other advisory services

Portfolio management for businesses

Fee models offered

2 types reported

Asset based fees

Fixed fees

Offices & Contact

Primary office

AVENTURA, Florida, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Florida

AVENTURAPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone305-358-5990 WebsiteVisit website

LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$15.1Bas of April 23, 2026

Discretionary12.1%

$1.8B

12% of total RAUM12.1%

Non-discretionary87.9%

$13.3B

88% of total RAUM87.9%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentHNWI represent 91.2% of total clients.

Top client categories% of clientsClients

HNWI

91.2%

145

Pooled Investment Vehicles

8.8%

Categories with <5 clients

Banking or thrift institutions<5 clients

Charitable Organizations<5 clients

Other categories<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$15.1B

Total Accounts5,953

10Y AUM Change+$10.0B (+196.3%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees82

Clients per Employee2:1

10Y Employee Change+47 (+134.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

CV ADVISORS GROUP, LLCDirect owner · Schedule AInterest in CV ADVISORS LLC

50% to < 75%

CWC CV INVESTOR, LLCDirect owner · Schedule AInterest in CV ADVISORS LLC

10% to < 25%

CV ADVISORS INCENTIVE MEMBER LLCDirect owner · Schedule AInterest in CV ADVISORS LLC

< 5%

CVA FOUNDERS, LLCIndirect owner · Schedule BInterest in CV ADVISORS GROUP, LLC

75%+

CONSTELLATION WEALTH CAPITAL FUND, L.P.Indirect owner · Schedule BInterest in CWC CV INVESTOR, LLC

50% to < 75%

THE JESA IRREVOCABLE TRUSTIndirect owner · Schedule BInterest in CVA FOUNDERS, LLC

25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Cv Advisors LLC.

Reported ownership and control details

Form ADV · Filing date 2026-04-23 · Schedules A and B

28 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	ELLIOT NMN DORNBUSCHMANAGER, CEO, CHAIRMANIndividual	CV ADVISORS LLC	Less than 5%Code NA	Yes	MANAGER, CEO, CHAIRMAN10/2023	Schedule APDF page 78
2	ALEXANDRE NMN MANNMANAGER, MANAGING DIRECTORIndividual	CV ADVISORS LLC	Less than 5%Code NA	Yes	MANAGER, MANAGING DIRECTOR10/2023	Schedule APDF page 78
3	MATTHEW JORDAN STORMMANAGER, MANAGING DIRECTORIndividual	CV ADVISORS LLC	Less than 5%Code NA	Yes	MANAGER, MANAGING DIRECTOR10/2023	Schedule APDF page 78
4	CV ADVISORS GROUP, LLCMEMBERDomestic entity	CV ADVISORS LLC	50% to less than 75%Code D	Yes	MEMBER10/2023	Schedule APDF page 78
5	CWC CV INVESTOR, LLCMEMBERDomestic entity	CV ADVISORS LLC	10% to less than 25%Code B	Yes	MEMBER10/2023	Schedule APDF page 78
6	BEATRIZ GUTIERREZ JUNCOCHIEF COMPLIANCE OFFICERIndividual	CV ADVISORS LLC	Less than 5%Code NA	Yes	CHIEF COMPLIANCE OFFICER04/2024	Schedule APDF page 78
7	CVA MANAGEMENT, LLCCVA MANAGEMENT, LLCDomestic entity	CV ADVISORS LLC	Less than 5%Code NA	Yes	CVA MANAGEMENT, LLC10/2023	Schedule APDF page 78
8	CV ADVISORS INCENTIVE MEMBER LLCCV ADVISORS INCENTIVE MEMBER LLCDomestic entity	CV ADVISORS LLC	Less than 5%Code NA	Yes	CV ADVISORS INCENTIVE MEMBER LLC02/2026	Schedule APDF page 78
9	CVA FOUNDERS, LLCMEMBERDomestic entity	CV ADVISORS GROUP, LLC	75% or moreCode E	Yes	MEMBER10/2023	Schedule BPDF page 78
10	ALEXANDRE NMN MANNTRUSTEE, MANAGERIndividual	ALEXANDER MANN LIVING TRUST	Percentage not specifiedCode F	Yes	TRUSTEE, MANAGER11/2020	Schedule BPDF page 79
11	ALEXANDER MANN LIVING TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	Percentage not specifiedCode F	Yes	MEMBER10/2023	Schedule BPDF page 79
12	ELLIOT DORNBUSCH LIVING TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	Percentage not specifiedCode F	Yes	MEMBER10/2023	Schedule BPDF page 79
13	ELLIOT NMN DORNBUSCHTRUSTEE, MANAGERIndividual	ELLIOT DORNBUSCH LIVING TRUST	Percentage not specifiedCode F	Yes	TRUSTEE, MANAGER11/2020	Schedule BPDF page 79
14	MATTHEW J. STORM LIVING TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	Percentage not specifiedCode F	Yes	MEMBER11/2020	Schedule BPDF page 79
15	MATTHEW JORDAN STORMTRUSTEE, MANAGERIndividual	MATTHEW J. STORM LIVING TRUST	Percentage not specifiedCode F	Yes	TRUSTEE, MANAGER11/2020	Schedule BPDF page 79
16	CONSTELLATION WEALTH CAPITAL FUND, L.P.MEMBERDomestic entity	CWC CV INVESTOR, LLC	50% to less than 75%Code D	Yes	MEMBER10/2023	Schedule BPDF page 79
17	CONSTELLATION WEALTH CAPITAL FUND GP, LLCGENERAL PARTNERDomestic entity	CONSTELLATION WEALTH CAPITAL FUND, L.P.	Percentage not specifiedCode F	Yes	GENERAL PARTNER10/2023	Schedule BPDF page 79
18	THE ELLIOT DORNBUSCH FAMILY TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	Percentage not specifiedCode F	Yes	MEMBER12/2024	Schedule BPDF page 79
19	THE JESA IRREVOCABLE TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	25% to less than 50%Code C	Yes	MEMBER02/2025	Schedule BPDF page 79
20	THE ALEXANDRE MANN FAMILY TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	Percentage not specifiedCode F	Yes	MEMBER12/2024	Schedule BPDF page 79
21	THE MANN LEGACY IRREVOCABLE TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	Percentage not specifiedCode F	Yes	MEMBER02/2025	Schedule BPDF page 79
22	THE MATTHEW STORM FAMILY TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	Percentage not specifiedCode F	Yes	MEMBER12/2024	Schedule BPDF page 79
23	THE TEMPESTA IRREVOCABLE TRUSTMEMBERDomestic entity	CVA FOUNDERS, LLC	Percentage not specifiedCode F	Yes	MEMBER02/2025	Schedule BPDF page 79
24	ALAN ZAFRANY BRIEFMEMBERIndividual	CV ADVISORS GROUP, LLC	Percentage not specifiedCode F	No	MEMBER12/2024	Schedule BPDF page 79
25	ELLIOT NMN DORNBUSCHTRUSTEE/MANAGERIndividual	THE JESA IRREVOCABLE TRUST	Percentage not specifiedCode F	Yes	TRUSTEE/MANAGER11/2024	Schedule BPDF page 79
26	FIRST AMERICAN TRUST OF NEVADA LLCTRUSTEEDomestic entity	THE JESA IRREVOCABLE TRUST	Percentage not specifiedCode F	No	TRUSTEE11/2024	Schedule BPDF page 79
27	RICARDO ABRAHAM SAIAS BENHAYONMEMBERIndividual	CV ADVISORS GROUP, LLC	Percentage not specifiedCode F	No	MEMBER12/2024	Schedule BPDF page 79
28	ARI HADIDAMEMBERIndividual	CV ADVISORS INCENTIVE MEMBER LLC	Percentage not specifiedCode F	No	MEMBER04/2026	Schedule BPDF page 79

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 4/23/2026 10:27:13 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.