CV Advisors LLC
CV Advisors LLC is a boutique asset management and registered investment adviser firm headquartered in Aventura, Florida. Founded in 2009, CV Advisors serves primarily high-net-worth individuals and families, offering tailored investment management and wealth advisory services. The firm operates with approximately 71 employees and is recognized among leading fee-only RIAs in regional and national industry surveys. CV Advisors has been SEC-registered as an investment adviser since 2012.
Investment Strategy
CV Advisors LLC provides boutique, highly personalized asset management and advisory services, focused primarily on fee-only, independent wealth management for high-net-worth individuals and families. The firm's strategy emphasizes custom investment solutions tailored to individual client objectives, encompassing diversified portfolio construction with attention to risk management, tax efficiency, and long-term wealth preservation. They do not act as a broker or sell proprietary products, ensuring that client interests are placed first in all investment recommendations.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 54.60% | $197.1M | 295,858 | $517.76 | $666.18 | +$17.8M |
A AAPL | APPLE INC | 5.83% | $21.0M | 82,660 | $197.05 | $254.63 | +$4.0M |
N NVDA | NVIDIA CORPORATION | 5.71% | $20.6M | 110,494 | $61.32 | $186.58 | +$3.3M |
G GOOGL | ALPHABET INC | 5.32% | $19.2M | 79,065 | $144.22 | $243.10 | +$5.5M |
M MSFT | MICROSOFT CORP | 5.16% | $18.6M | 35,955 | $372.35 | $517.95 | +$857.4K |