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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

CV ADVISORS

CV INVESTMENT ADVISORS LLC, CRD 163952

WEST CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52575831-de0a-4b7f-7247-fb2e17ee23c8

Data as of Apr 29, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2012 to Apr 29, 2015
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 0
SEC number: 801-77330
CRD: 163952
Filings on the tape: 7
First filed: Oct 26, 2012
Latest filed: Apr 29, 2015
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CV INVESTMENTS LLC	MANAGING MEMBER	D	yes	09/2012	Oct 26, 2012	Apr 29, 2015
MCIVY COMPANY LLC	Member	C	yes	09/2012	Oct 26, 2012	Apr 29, 2015
SMITH, BRENDA, ANN	MANAGING MEMBER	E	yes	03/2007	Oct 26, 2012	Apr 29, 2015
SMITH, BRENDA, ANN	Cco	Na	yes	09/2012	Oct 26, 2012	Apr 29, 2015
FP MEADOWS III CHILDREN'S TRUST	Member	C	no	10/2004	Oct 26, 2012	Apr 29, 2015
FP MEADOWS III EDUCATION TRUST	Member	C	no	10/2004	Oct 26, 2012	Apr 29, 2015
MEADOWS, FRANK, PLEASANTS	MANAGING MEMBER	C	no	10/2004	Nov 28, 2012	Apr 29, 2015
MEADOWS, FRANK, PLEASANTS	Trustee	C	no	10/2004	Nov 28, 2012	Apr 29, 2015
MEADOWS, FRANK, PLEASANTS	Trustee	C	no	10/2004	Nov 28, 2012	Apr 29, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CV BROKERAGE, INC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Apr 29, 2015	n/a	n/a	2	0	n/a	n/a	n/a
2014	Jun 9, 2014	$4.0M	$4.0M	2	2	n/a	n/a	n/a
2013	Apr 4, 2013	$5,000	$5,000	2	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	n/a	$4.0M	n/a	n/a	n/a	2	2	n/a	n/a

Relationships

Controls (3)

← SMITH, BRENDA, ANNOwnerMANAGING MEMBER, ownership code E, individual
Oct 26, 2012 to presentfactForm ADV
← CV INVESTMENTS LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Oct 26, 2012 to presentfactForm ADV
← MCIVY COMPANY LLCOwnerMEMBER, ownership code C, domestic entity
Oct 26, 2012 to presentfactForm ADV

Owns (3)

← MEADOWS, FRANK, PLEASANTSOwnerTRUSTEE, ownership code C, individual
Nov 28, 2012 to presentfactForm ADV
← FP MEADOWS III CHILDREN'S TRUSTOwnerMEMBER, ownership code C, domestic entity
Oct 26, 2012 to presentfactForm ADV
← FP MEADOWS III EDUCATION TRUSTOwnerMEMBER, ownership code C, domestic entity
Oct 26, 2012 to presentfactForm ADV

Dated events

Occurred
Oct 26, 2012
First Form ADV filing
Cv Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52575831-de0a-4b7f-7247-fb2e17ee23c8
First observed: Oct 26, 2012
Last observed: Apr 29, 2015 138 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CV ADVISORS

CV INVESTMENT ADVISORS LLC, CRD 163952

WEST CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52575831-de0a-4b7f-7247-fb2e17ee23c8

Data as of Apr 29, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CV INVESTMENTS LLC

MANAGING MEMBER

yes

09/2012

Oct 26, 2012

Apr 29, 2015

MCIVY COMPANY LLC

Member

yes

09/2012

Oct 26, 2012

Apr 29, 2015

SMITH, BRENDA, ANN

MANAGING MEMBER

yes

03/2007

Oct 26, 2012

Apr 29, 2015

SMITH, BRENDA, ANN

Cco

yes

09/2012

Oct 26, 2012

Apr 29, 2015

FP MEADOWS III CHILDREN'S TRUST

Member

10/2004

Oct 26, 2012

Apr 29, 2015

FP MEADOWS III EDUCATION TRUST

Member

10/2004

Oct 26, 2012

Apr 29, 2015

MEADOWS, FRANK, PLEASANTS

MANAGING MEMBER

10/2004

Nov 28, 2012

Apr 29, 2015

MEADOWS, FRANK, PLEASANTS

Trustee

10/2004

Nov 28, 2012

Apr 29, 2015

MEADOWS, FRANK, PLEASANTS

Trustee

10/2004

Nov 28, 2012

Apr 29, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CV BROKERAGE, INC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Apr 29, 2015

n/a

2014

Jun 9, 2014

$4.0M

n/a

2013

Apr 4, 2013

$5,000

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

n/a

$4.0M

n/a