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, and 5,953 accounts.
Assets Under Management
$15.1B
Employees
82
Offices
--
Total Clients
159
Primary office
AVENTURA, FL
19495 BISCAYNE BOULEVARD, SUITE PH1, AVENTURA, FL, United States
Top client segmentHNWI represent 91.2% of total clients.
Top client categories% of clientsClients
1
HNWI
91.2%
145
2
Pooled Investment Vehicles
8.8%
14
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
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.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$15.1B
Total Accounts5,953
10Y AUM Change+$10.0B (+196.3%)
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%)
* 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.