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Cvfg LLC

● SEC registered since 2023CRD 325310SEC# 801-127739Shelbyville, IN
Export (members)
Reg. AUM
$1.15B
Employees
11
Accounts
2,851
Location
Shelbyville, IN

Cvfg LLC assets under management

Cvfg LLC operates as an SEC-registered investment adviser based in Shelbyville, IN. The firm has been registered since 2023. It reports $1.2 billion in regulatory assets under management and employs 11 people.

Cvfg LLC owners & executives

8 reported
NameTitleOwnershipSince
Beau M Browning ControlPartnerUnder 5%2023
Brent Dalton Thoman ControlPartnerUnder 5%2023
Browning/Pike Financial Management LLC ControlOwnerOver 75%2023
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Frequently asked questions

How much does Cvfg LLC manage?

Cvfg LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Cvfg LLC have?

Cvfg LLC reports 11 employees.

Where is Cvfg LLC located?

Cvfg LLC is based in Shelbyville, IN and has been SEC-registered since 2023.

Does Cvfg LLC disclose fund performance?

Cvfg LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176
Phone317-398-8200
Fax317-398-8201
Office hours8:00a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK2050974
Discloses disciplinary historyNo

Assets under management

Discretionary$1.15B
Non-discretionary$0
Total (RAUM)$1.15B