Wealth Manager
    SEC Registered
    Manages Private Funds

    Corevision Financial Group

    Registered investment advisor · Shelbyville, Indiana · CRD #325310

    Assets Under Management
    $1.2B
    Client Accounts
    2,851
    Employees
    11
    CRD Number
    325310
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Corevision Financial Group

    CoreVision Financial Group offers investment advisory, wealth management, and financial planning services. It uses LPL Financial's Guided Wealth Portfolios for investment recommendations. Clients should consult personal tax advisors for tax advice.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Corevision Financial Group

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Corevision Financial Group's AUM?

    Corevision Financial Group reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Corevision Financial Group headquartered?

    Corevision Financial Group is headquartered in Shelbyville, Indiana.

    What is Corevision Financial Group's CRD number?

    Corevision Financial Group's CRD number is 325310. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Corevision Financial Group manage?

    Corevision Financial Group manages approximately 2,851 client accounts according to its latest SEC filing.

    Is Corevision Financial Group SEC registered?

    Yes, Corevision Financial Group is registered with the SEC as an investment adviser with an approved registration status.

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