DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cv Advisors LLC
Latest filing Apr 23, 2026
First filing on the tape Jul 31, 2012 · 49 filings
SEC status approved since Aug 13, 2012
RAUM
$15B
reported, Item 5.F
Discretionary
12%
of RAUM
Private clients
87%
$13B individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$3.8B
derived; firm RAUM over IAPD count
Employees
82
23 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$15B as of Apr 23, 2026
Mar 11, 2013$2.2B then
HNW client RAUM$13B as of Apr 23, 2026
Mar 29, 2018$5.3B then
State-registered IARs (5.B.3)2 as of Apr 23, 2026
Mar 11, 20130 then
Employees (5.A)82 as of Apr 23, 2026
Mar 11, 201316 then
Private funds14 as of Apr 23, 2026
Mar 31, 20213 then
RAUM +17% over the last fiscal year+21% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Apr 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $3.8BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $90.4MderivedHNW RAUM over HNW clients
- Average account
- $2.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 12%derivedof RAUM
- Institutional
- 6.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 20.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$13B87%
- Insurance companies$894M5.9%
- Banks and thrifts$344M2.3%
- Corporations and businesses$299M2.0%
- Pooled investment vehicles$295M2.0%
- Charitable organizations$137M0.9%
- Individual clients
- n/areported
- HNW clients
- 145reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5,953reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.87 fund_share=0.02 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Jordan Storm | Aventura, Fl | Jul 1, 2021 | 17 y | 0 |
| Mariana Lora | Aventura, Fl | Sep 18, 2024 | 11 y | 1 |
| Adriana Botero Bobulsky | Aventura, Fl | Jun 26, 2026 | 15 y | 1 |
| Ian Lucas Evans | Aventura, Fl | Aug 28, 2026 | 10 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Ian Lucas Evans from Seaview Investment Managers LLCAug 28, 2026 · Other
- Adriana Botero Bobulsky from Morgan StanleyJun 26, 2026 · Wirehouse to independent RIA
- Mariana Lora from Global Kandor Advisors, LLCSep 18, 2024 · RIA to RIA
Private funds
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Cv Advisors Pe Vii LP | Private Equity Fund | $77.0M | 76 | Jul 1, 2021 |
| Cv Advisors Pe I LP | Private Equity Fund | $38.0M | 67 | Mar 31, 2021 |
| Cv Advisors Pe II LP | Private Equity Fund | $37.8M | 67 | Mar 31, 2021 |
| Cv Advisors Pe III LP | Private Equity Fund | $37.0M | 62 | Mar 31, 2021 |
| Cv Advisors Pe Xi LP | $35.0M | 63 | Apr 23, 2026 | |
| Cv Advisors Pe Viii LP | Private Equity Fund | $13.5M | 41 | Jul 1, 2021 |
| Cv Advisors Pe Vi LP | Private Equity Fund | $12.3M | 48 | Jul 1, 2021 |
| Cv Advisors Pe X LP | Private Equity Fund | $10.4M | 56 | Mar 25, 2022 |
| Cv Advisors Pe V LP | Private Equity Fund | $9.6M | 36 | Jul 1, 2021 |
| Cv Advisors Pe IV LP | Private Equity Fund | $8.8M | 45 | Jul 1, 2021 |
| Cv Advisors Coinvest III LP | Private Equity Fund | $8.3M | 56 | Jul 1, 2021 |
| Cv Advisors Coinvest IV LP | Private Equity Fund | $5.5M | 53 | Jul 1, 2021 |
| Cv Advisors Pe Ix LP | Private Equity Fund | $2.0M | 51 | Mar 25, 2022 |
| Cv Advisors Coinvest I LPno longer reported | Private Equity Fund | $264,868 | 29 | Jul 1, 2021 |
| Cv Advisors Coinvest II LP | Private Equity Fund | $69,301 | 65 | Jul 1, 2021 |
| Cv Advisors Pe Xi LPno longer reported | Private Equity Fund | $0 | 0 | Mar 25, 2022 |
| Cv Advisors Pe Xiv LPno longer reported | Private Equity Fund | $0 | 0 | Mar 25, 2022 |
| Cv Advisors Pe Xiii LPno longer reported | Private Equity Fund | $0 | 0 | Mar 25, 2022 |
| Cv Advisors Coinvest V LPno longer reported | Private Equity Fund | $0 | 0 | Jul 1, 2021 |
| Cv Advisors Pe Xii LPno longer reported | Private Equity Fund | $0 | 0 | Mar 25, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Kyle Capasso · Chief Operating Officercontrolsince 10/2023 · owns less than 5%
- Nmn Elliot Dornbusch · Manager, Ceo, Chairmancontrolsince 10/2023 · owns less than 5%
- Beatriz Gutierrez Junco · Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
- Nmn Alexandre Mann · Manager, Managing Directorcontrolsince 10/2023 · owns less than 5%
- Jordan Matthew Storm · Manager, Managing Directorcontrolsince 10/2023 · owns less than 5%
- Nmn Elliot Dornbusch · Trustee, Managercontrolsince 11/2020 · owns F of Elliot Dornbusch Living Trust
- Nmn Alexandre Mann · Trustee, Managercontrolsince 11/2020 · owns F of Alexander Mann Living Trust
- Jordan Matthew Storm · Trustee, Managercontrolsince 11/2020 · owns F of Matthew J. Storm Living Trust
Entity owners
- Cv Advisors Group, LLC · Memberdirect · owns 50% to 75%
- Cv Advisors Incentive Member LLC · Cv Advisors Incentive Member LLCdirect · owns less than 5%
- Cva Management, LLC · Cva Management, LLCdirect · owns less than 5%
- Cwc Cv Investor, LLC · Member Officerdirect · owns 10% to 25%
- Alexander Mann Living Trust · Memberindirect · owns 25% to 50% of Cva Founders, LLC
- Constellation Wealth Capital Fund, L.P. · Memberindirect · owns 75% or more of Cwc Cv Investor, LLC
- Constellation Wealth Fund Gp, LLC · General Partnerindirect · owns F of Constellation Wealth Capital Fund, L.P.
- Cva Founders, LLC · Memberindirect · owns 75% or more of Cv Advisors Group, LLC
- Elliot Dornbusch Living Trust · Memberindirect · owns 25% to 50% of Cva Founders, LLC
- Matthew J. Storm Living Trust · Memberindirect · owns F of Cva Founders, LLC
Related persons
Schedule D 7.A
- Cv Advisors Gp LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Aventura, Fl · principal | 4 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing Apr 23, 2026RAUM per registered advisor of $3,770,917,706 against a peer median of $234,120,923 (250 comparable advisers, 100.0th percentile, 15.8 robust deviations)peers: independent wealth managers, $5B to $20B (250) · 100% percentile
- control person changedChange between filings · filing Apr 23, 2026CAPASSO, KYLE (CHIEF OPERATING OFFICER) left Schedule A between the filings of 2024-03-26 and 2026-04-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Apr 23, 2026GUTIERREZ JUNCO, BEATRIZ (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-03-26 and 2026-04-23peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 3,869 to 5,953Mar 19, 2025 to Mar 30, 2026
- Advisory employees · 19 to 23Mar 19, 2025 to Mar 30, 2026
- HNW clients · 120 to 145Mar 19, 2025 to Mar 30, 2026
- Employees · 71 to 82Mar 19, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.6B to $1.8BMar 19, 2025 to Mar 30, 2026
- HNW RAUM · $11B to $13BMar 19, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $11B to $13BMar 19, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $234M to $295MMar 19, 2025 to Mar 30, 2026
- RAUM · $13B to $15BMar 19, 2025 to Mar 30, 2026
- Accounts · 2,067 to 3,869Apr 22, 2024 to Mar 19, 2025
- Advisory employees · 15 to 19Apr 22, 2024 to Mar 19, 2025
- HNW clients · 98 to 120Apr 22, 2024 to Mar 19, 2025
- Custody of client assets · true to falseApr 22, 2024 to Mar 19, 2025
- Employees · 56 to 71Apr 22, 2024 to Mar 19, 2025
- Financial planning clients · 51-100 to 51-100Apr 22, 2024 to Mar 19, 2025
- State-registered IARs · 0 to 2Apr 22, 2024 to Mar 19, 2025
- Discretionary RAUM · $735M to $1.6BApr 22, 2024 to Mar 19, 2025
- HNW RAUM · $8.5B to $11BApr 22, 2024 to Mar 19, 2025
- Non-discretionary RAUM · $8.9B to $11BApr 22, 2024 to Mar 19, 2025
- Pooled vehicle RAUM · $184M to $234MApr 22, 2024 to Mar 19, 2025
- RAUM · $9.7B to $13BApr 22, 2024 to Mar 19, 2025
- Accounts · 1,806 to 2,067Dec 21, 2023 to Mar 26, 2024
- Advisory employees · 12 to 15Dec 21, 2023 to Mar 26, 2024
- HNW clients · 90 to 98Dec 21, 2023 to Mar 26, 2024
- Custody of client assets · false to trueDec 21, 2023 to Mar 26, 2024
- Employees · 45 to 56Dec 21, 2023 to Mar 26, 2024
- Private funds · 19 to 14Dec 21, 2023 to Mar 26, 2024
- Discretionary RAUM · $529M to $735MDec 21, 2023 to Mar 26, 2024
- HNW RAUM · $7.2B to $8.5BDec 21, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $7.9B to $8.9BDec 21, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $184M to $184MDec 21, 2023 to Mar 26, 2024
- RAUM · $8.4B to $9.7BDec 21, 2023 to Mar 26, 2024
- Accounts · 1,639 to 1,806Oct 25, 2022 to Mar 31, 2023
- Advisory employees · 11 to 12Oct 25, 2022 to Mar 31, 2023
- Corporate clients · 5.0 to unsetOct 25, 2022 to Mar 31, 2023
- HNW clients · 83 to 90Oct 25, 2022 to Mar 31, 2023
- Employees · 51 to 45Oct 25, 2022 to Mar 31, 2023
- Discretionary RAUM · $682M to $529MOct 25, 2022 to Mar 31, 2023
- HNW RAUM · $7.8B to $7.2BOct 25, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $8.7B to $7.9BOct 25, 2022 to Mar 31, 2023
Signals
9 dated events
- Cv Advisors Llc reported RAUM $12.9B, up 33% from $9.7B (2024-04-22 to 2025-03-19)Mar 19, 2025 · RAUM change · derived
- Catherine Mary Johnston (Chief Compliance Officer) no longer on Schedule A of Cv Advisors Llc (listed 2023-12-21, absent 2024-03-26)Mar 26, 2024 · Control person left · inference
- Beatriz Gutierrez Junco (Chief Compliance Officer) appeared on Schedule A of Cv Advisors LlcMar 26, 2024 · Control person joined · fact
- Kyle Capasso (Chief Operating Officer) appeared on Schedule A of Cv Advisors LlcDec 21, 2023 · Control person joined · fact
- Enid Olga Ramos (Chief Compliance Officer) no longer on Schedule A of Cv Advisors Llc (listed 2020-04-28, absent 2020-11-09)Nov 9, 2020 · Control person left · inference
- Catherine Mary Johnston (Chief Compliance Officer) appeared on Schedule A of Cv Advisors LlcNov 9, 2020 · Control person joined · fact
- Enid Olga Ramos (Chief Compliance Officer) appeared on Schedule A of Cv Advisors LlcDec 12, 2019 · Control person joined · fact
- Catherine Mary Johnston (Chief Compliance Officer & Director Of Human Resources) no longer on Schedule A of Cv Advisors Llc (listed 2019-05-10, absent 2019-10-09)Oct 9, 2019 · Control person left · inference
- Cv Advisors Llc filed its initial SEC registration (Form ADV)Jul 31, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- CV Advisors LLC · Independent Sponsorsshared crd · capital_provider
- CV Advisors LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cv-advisors/mycompanyreportedpublic record, Form ADV, Sep 17, 2026
- Website
- cv-advisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 305-358-5990reportedpublic record, Form ADV, Apr 23, 2026
- Contact form
- cv-advisors.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.8Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026