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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.
Latest 13F Filing Activity
CV Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 50 equity positions with a total 13F market value of $361M. The fund increased holdings in SPDR S&P 500 Etf TR, Alphabet Inc., Janus Detroit STR TR among other positions. CV Advisors LLC reduced exposure to Invesco QQQ TR, Royal Caribbean Group, American Intl Group Inc. among others.
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 |
| 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 |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | North Miami Beach, FL , United States | |
 | Partner | Miami, FL , United States | |
 | Portfolio Manager | Miami, FL , United States | |
 | Associate Portfolio Manager | FL , United States | |
 | Portfolio Manager | Miami, FL , United States | |
 | Associate Portfolio Manager | North Miami Beach, FL , United States | |
 | Senior Research Analyst | United States | |
 | Associate Portfolio Manager | Miami, FL , United States | |
 | Associate Portfolio Manager | Miami, FL , United States | |
 | Analyst | Miami, FL , United States |
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