Cv Advisors LLC

Registered investment advisor · Aventura, Florida · CRD #164817

Assets Under Management

$15.1B

Client Accounts

5,953

Employees

CRD Number

164817

Registration

SEC Registered

Custodian

J.p. Morgan Securities Llc, Morgan Stanley Smith Barney Llc

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

About Cv Advisors LLC

CV Advisors, LLC is a Miami-based multi-family office and SEC-registered investment adviser, established in 2009. The firm specializes in wealth management for ultra-high-net-worth families, entrepreneurs, and institutions. With over $14 billion in assets under management and advising on more than $20 billion in assets, CV Advisors serves 138 client relationships globally through a dedicated team of 73-79 professionals, including research specialists and technology engineers. The firm offers a

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 Cv Advisors LLC

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Frequently Asked Questions

What is Cv Advisors LLC's AUM?

Cv Advisors LLC reports approximately $15.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cv Advisors LLC headquartered?

Cv Advisors LLC is headquartered in Aventura, Florida.

What is Cv Advisors LLC's CRD number?

Cv Advisors LLC's CRD number is 164817. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.