COREVISION FINANCIAL GROUP
CVFG LLC Legal Name
Adviser information for COREVISION FINANCIAL GROUP last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,407 | $298.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,407 | $298.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 659 | $149.1M |
| HNW Individuals | 54 | $132.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $5.4M |
| Charitable organizations | <5 | $9.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $1.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 7.2M |
| Portfolio Manager | 0 |
| Both for Same | 290.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| COREVISION FINANCIAL GROUP WRAP FEE PROGRAM | COREVISION FINANCIAL GROUP |
Identifiers
| SEC RIA File Number | 801-127739 |
|---|---|
| SEC ERA File Number | 801-127739 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325310 |
| Legal Entity Identifier | None |
Principal Office
2177 INTELLIPLEX DR. STE 201SHELBYVILLE
IN
United States
Monday - Friday, 8:00AM - 4:30PM
Tel: 317-398-8200, Fax: 317-398-8201
Chief Compliance Officer
GRANT REEVES
2177 INTELLIPLEX DRIVE
SHELBYVILLE
IN
United States
Tel:
(317) 398-8200
G****@***************M
(Full email address available in API data)
Regulatory Contact
JASON PIKE
PARTNER
2177 INTELLIPLEX DRIVE
SHELBYVILLE
IN
United States
Tel:
(317) 398-8200
J****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BROWNING/PIKE FINANCIAL MANAGEMENT LLC | Domestic Entity | – | OWNER | 02/2023 | > 75% |
| THOMAN, BRENT, DALTON | Individual | – | PARTNER | 02/2023 | < 5% |
| REEVES, GRANT, MARSHALL | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |
| PIKE, JASON, BUSALD | Individual | – | PARTNER | 02/2023 | < 5% |
| BROWNING, BEAU, M | Individual | – | PARTNER | 02/2023 | < 5% |
| PIKE, JASON, BUSALD | Individual | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | PARTNER | 12/2013 | 25-50% |
| THOMAN, BRENT, DALTON | Individual | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | PARTNER | 12/2013 | 25-50% |
| BROWNING, BEAU, M | Individual | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | PARTNER | 12/2013 | 25-50% |