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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

COREVISION FINANCIAL GROUP

CVFG LLC, CRD 325310

SHELBYVILLE, IN

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:9bf383ca-4d47-90b3-4cff-24da5bd7b61c

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 3
On other graphs: 0
Observed: Mar 27, 2023 to Jul 14, 2026
8 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: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-07-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $115Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,851
Individual clients: 1,128
High net worth clients: 162
SEC number: 801-127739
CIK: 2050974
CRD: 325310
Filings on the tape: 8
First filed: Mar 27, 2023
Latest filed: Jul 14, 2026
Organised: Limited Liability Company, IN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRENT DALTON THOMAN	n/a	SHELBYVILLE, IN	3	26	1	yes
JASON BUSALD PIKE	n/a	SHELBYVILLE, IN	3	21	n/a	yes
BEAU M BROWNING	Chartered Financial Consultant	SHELBYVILLE, IN	3	21	n/a	yes
ANDREA LAYN LEE	Certified Financial Planner	SHELBYVILLE, IN	3	21	n/a	yes
Brett Andrew Rice	n/a	SHELBYVILLE, IN	3	17	1	yes
GRANT MARSHALL REEVES	n/a	SHELBYVILLE, IN	3	9	n/a	yes
JONATHAN PHILLIP BEDNAR	n/a	SHELBYVILLE, IN \| KNOXVILLE, TN	0	35	1	yes
TODD GIBSON BIRDWELL	n/a	SHELBYVILLE, IN \| KNOXVILLE, TN	0	33	1	yes
JONATHAN PHILLIP BEDNAR	Certified Financial Planner	CHATTANOOGA, TN \| SHELBYVILLE, IN	0	16	1	yes
Timothy Stephen Fuller	Certified Financial Planner\|Chartered Financial Consultant	FORTSON, GA \| SHELBYVILLE, IN	0	11	2	yes

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
BROWNING, BEAU, M	Partner	Na	yes	02/2023	Jul 14, 2026	Jul 14, 2026
BROWNING/PIKE FINANCIAL	Owner	E	yes	02/2023	Jul 14, 2026	Jul 14, 2026
PIKE, JASON, BUSALD	Partner	Na	yes	02/2023	Jul 14, 2026	Jul 14, 2026
REEVES, GRANT, MARSHALL	CHIEF COMPLIANCE OFFICER	Na	yes	02/2023	Jul 14, 2026	Jul 14, 2026
THOMAN, BRENT, DALTON	Partner	Na	yes	02/2023	Jul 14, 2026	Jul 14, 2026
BROWNING, BEAU, M	Partner	C	yes	12/2013	Mar 27, 2023	Jan 31, 2024
BROWNING/PIKE FINANCIAL MANAGEMENT LLC	Owner	E	yes	02/2023	Mar 27, 2023	Jan 31, 2024
PIKE, JASON, BUSALD	Partner	C	yes	12/2013	Mar 27, 2023	Jan 31, 2024
THOMAN, BRENT, DALTON	Partner	C	yes	12/2013	Mar 27, 2023	Jan 31, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Nashville	In	United States	1	yes
Knoxville	Tn	United States	1	yes

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; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$1.2B	$1.2B	11	6	3	n/a	n/a
2024	Jan 29, 2025	$352M	$352M	11	6	2	n/a	n/a
2023	Jan 31, 2024	$298M	$298M	11	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	1	0	0	4	0

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
2025	$1.2B	$352M	227.6%	n/a	n/a	11	11	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INDEPENDENT ADVISOR ALLIANCE, LLC	4	Mar 4, 2026	Aug 13, 2026	KNOXVILLE, TN	Team lift out	Other	1.4%

Relationships

Registered with (10)

← Timothy Stephen FullerAdvisorregistration: current employment
Aug 13, 2026 to presentfactForm ADV
← JONATHAN PHILLIP BEDNARAdvisorregistration: current employment
Mar 4, 2026 to presentfactForm ADV
← TODD GIBSON BIRDWELLAdvisorregistration: current employment
Mar 4, 2026 to presentfactForm ADV
← JONATHAN PHILLIP BEDNARAdvisorregistration: current employment
Mar 4, 2026 to presentfactForm ADV
← BRENT DALTON THOMANAdvisorregistration: current employment
May 12, 2023 to presentfactForm ADV
← JASON BUSALD PIKEAdvisorregistration: current employment
May 12, 2023 to presentfactForm ADV
← BEAU M BROWNINGAdvisorregistration: current employment
May 12, 2023 to presentfactForm ADV
← ANDREA LAYN LEEAdvisorregistration: current employment
May 12, 2023 to presentfactForm ADV
← Brett Andrew RiceAdvisorregistration: current employment
May 12, 2023 to presentfactForm ADV
← GRANT MARSHALL REEVESAdvisorregistration: current employment
May 12, 2023 to presentfactForm ADV

Moved with (1)

← INDEPENDENT ADVISOR ALLIANCE, LLCRegistered adviser4 advisors, team lift out, same day
Mar 4, 2026 to Aug 13, 2026factForm ADV

Controls (5)

← THOMAN, BRENT, DALTONOwnerPARTNER, ownership code C, individual
Mar 27, 2023 to Jan 31, 2024factForm ADV
← PIKE, JASON, BUSALDOwnerPARTNER, ownership code C, individual
Mar 27, 2023 to Jan 31, 2024factForm ADV
← BROWNING, BEAU, MOwnerPARTNER, ownership code C, individual
Mar 27, 2023 to Jan 31, 2024factForm ADV
← REEVES, GRANT, MARSHALLOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2023 to Jan 31, 2024factForm ADV
← BROWNING/PIKE FINANCIAL MANAGEMENT LLCOwnerOWNER, ownership code E, domestic entity
Mar 27, 2023 to Jan 31, 2024factForm ADV

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
Corevision Financial Group reported RAUM $1.2B, up 228% from $352.3M (2025-01-29 to 2026-03-20)
Form ADVobserved 5 days ago
$802M
Occurred
Mar 4, 2026
Team lift-out
4 advisors left Independent Advisor Alliance, LLC (Knoxville, TN) for Corevision Financial Group on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Mar 27, 2023
First Form ADV filing
Cvfg Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9bf383ca-4d47-90b3-4cff-24da5bd7b61c
First observed: Mar 27, 2023
Last observed: Jul 14, 2026 2 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.

COREVISION FINANCIAL GROUP

CVFG LLC, CRD 325310

SHELBYVILLE, IN

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:9bf383ca-4d47-90b3-4cff-24da5bd7b61c

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRENT DALTON THOMAN

n/a

SHELBYVILLE, IN

yes

JASON BUSALD PIKE

n/a

SHELBYVILLE, IN

n/a

yes

BEAU M BROWNING

Chartered Financial Consultant

SHELBYVILLE, IN

n/a

yes

ANDREA LAYN LEE

Certified Financial Planner

SHELBYVILLE, IN

n/a

yes

Brett Andrew Rice

n/a

SHELBYVILLE, IN

yes

GRANT MARSHALL REEVES

n/a

SHELBYVILLE, IN

n/a

yes

JONATHAN PHILLIP BEDNAR

n/a

SHELBYVILLE, IN | KNOXVILLE, TN

yes

TODD GIBSON BIRDWELL

n/a

SHELBYVILLE, IN | KNOXVILLE, TN

yes

JONATHAN PHILLIP BEDNAR

Certified Financial Planner

CHATTANOOGA, TN | SHELBYVILLE, IN

yes

Timothy Stephen Fuller

Certified Financial Planner|Chartered Financial Consultant

FORTSON, GA | SHELBYVILLE, IN

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWNING, BEAU, M

Partner

yes

02/2023

Jul 14, 2026

BROWNING/PIKE FINANCIAL

Owner

yes

02/2023

Jul 14, 2026

PIKE, JASON, BUSALD

Partner

yes

02/2023

Jul 14, 2026

REEVES, GRANT, MARSHALL

CHIEF COMPLIANCE OFFICER

yes

02/2023

Jul 14, 2026

THOMAN, BRENT, DALTON

Partner

yes

02/2023

Jul 14, 2026

BROWNING, BEAU, M

Partner

yes

12/2013

Mar 27, 2023

Jan 31, 2024

BROWNING/PIKE FINANCIAL MANAGEMENT LLC

Owner

yes

02/2023

Mar 27, 2023

Jan 31, 2024

PIKE, JASON, BUSALD

Partner

yes

12/2013

Mar 27, 2023

Jan 31, 2024

THOMAN, BRENT, DALTON

Partner

yes

12/2013

Mar 27, 2023

Jan 31, 2024

City

State

Country

Employees

Also broker-dealer

Nashville

United States

yes

Knoxville

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$1.2B

n/a

2024

Jan 29, 2025

$352M

n/a

2023

Jan 31, 2024

$298M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$352M

227.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INDEPENDENT ADVISOR ALLIANCE, LLC

Mar 4, 2026

Aug 13, 2026

KNOXVILLE, TN

Team lift out

Other

1.4%