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
Corevision Financial Group
Legal name Cvfg LLC
Latest filing Jul 14, 2026
First filing on the tape Mar 27, 2023 · 8 filings
SEC status approved since May 1, 2023
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
88%
$1.0B individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$115M
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$1.2B as of Jul 14, 2026
Jan 31, 2024$298M then
HNW client RAUM$370M as of Jul 14, 2026
Jan 31, 2024$133M then
State-registered IARs (5.B.3)6 as of Jul 14, 2026
Jan 31, 20246 then
Employees (5.A)11 as of Jul 14, 2026
Jan 31, 202411 then
Private funds: no history
RAUM +228% over the last fiscal yearIARs 6 to 6offices 2 to 3
Practice profile
derived from the filing of Jul 14, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $115MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 129derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $404,894derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 2.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +228%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +70%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $470MreportedItem 5.I
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$644M56%
- High-net-worth individuals$370M32%
- Charitable organizations$90.4M7.8%
- Corporations and businesses$38.1M3.3%
- Pension and profit-sharing plans$11.2M1.0%
- Individual clients
- 1,128reported
- HNW clients
- 162reported
- Pension plan clients
- 14reported
- Charitable clients
- 6reported
- Accounts
- 2,851reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $8.0M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.88 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=6.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brent Dalton Thoman | Shelbyville, In | May 12, 2023 | 26 y | 1 |
| Jason Busald Pike | Shelbyville, In | May 12, 2023 | 21 y | 0 |
| Beau M BrowningChartered Financial Consultant | Shelbyville, In | May 12, 2023 | 21 y | 0 |
| Andrea Layn LeeCertified Financial Planner | Shelbyville, In | May 12, 2023 | 21 y | 0 |
| Brett Andrew Rice | Shelbyville, In | May 12, 2023 | 17 y | 1 |
| Grant Marshall Reeves | Shelbyville, In | May 12, 2023 | 9 y | 0 |
| Jonathan Phillip Bednar | Shelbyville, In | Mar 4, 2026 | 35 y | 1 |
| Jonathan Phillip BednarCertified Financial Planner | Chattanooga, Tn | Mar 4, 2026 | 16 y | 1 |
| Todd Gibson Birdwell | Shelbyville, In | Mar 4, 2026 | 33 y | 1 |
| Timothy Stephen FullerCertified Financial Planner, Chartered Financial Consultant | Fortson, Ga | Aug 13, 2026 | 11 y | 2 |
Advisor movement
0 left, 4 joined in 12 months
net +4 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Timothy Stephen Fuller from Independent Advisor Alliance, LLCAug 13, 2026 · Other
- Todd Gibson Birdwell from Independent Advisor Alliance, LLCMar 4, 2026 · Other
- Jonathan Phillip Bednar from Independent Advisor Alliance, LLCMar 4, 2026 · Other
- Jonathan Phillip Bednar from Independent Advisor Alliance, LLCMar 4, 2026 · Other
- Brent Dalton Thoman from Osaic Fs, Inc.May 12, 2023 · Other
- Brett Andrew Rice from Edward JonesMay 12, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Independent Advisor Alliance, LLCMar 4, 2026 · Knoxville, Tn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M Beau Browning · Partnercontrolsince 02/2023 · owns less than 5%
- Busald Jason Pike · Partnercontrolsince 02/2023 · owns less than 5%
- Marshall Grant Reeves · Chief Compliance Officercontrolsince 02/2023 · owns less than 5%
- Dalton Brent Thoman · Partnercontrolsince 02/2023 · owns less than 5%
- M Beau Browning · Partnercontrolsince 12/2013 · owns 25% to 50% of Browning/Pike Financial Management LLC
- Busald Jason Pike · Partnercontrolsince 12/2013 · owns 25% to 50% of Browning/Pike Financial Management LLC
- Dalton Brent Thoman · Partnercontrolsince 12/2013 · owns 25% to 50% of Browning/Pike Financial Management LLC
Entity owners
- Browning/Pike Financial · Ownerdirect · owns 75% or more
- Browning/Pike Financial Management LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Shelbyville, In · principal | 10 | 4 | 0 | ||
| Knoxville, Tn | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Knoxville, TN1 employees
- Nashville, IN1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Apr 7, 2026accounts (Item 5.F.2.f) moved from 1,082.0 to 2,851.0 (+163.0%) between the annual amendments of 2025-01-29 and 2026-04-07; the peer median change was +6.0% (1206 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 98% percentile
- client count surgeChange between filings · filing Apr 7, 2026individual and HNW clients (Item 5.D) moved from 760.0 to 1,290.0 (+70.0%) between the annual amendments of 2025-01-29 and 2026-04-07; the peer median change was +5.0% (1132 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 97% percentile
- RAUM up 50 %Change between filings · filing Apr 7, 2026RAUM (Item 5.F) moved from $352,323,031 to $1,154,353,259 (+228.0%) between the annual amendments of 2025-01-29 and 2026-04-07; the peer median change was +17.0% (1297 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 1,082 to 2,851Jan 29, 2025 to Mar 20, 2026
- Charity clients · unset to 6.0Jan 29, 2025 to Mar 20, 2026
- Corporate clients · 5.0 to unsetJan 29, 2025 to Mar 20, 2026
- HNW clients · 74 to 162Jan 29, 2025 to Mar 20, 2026
- Individual clients · 686 to 1,128Jan 29, 2025 to Mar 20, 2026
- Pension plan clients · 6 to 14Jan 29, 2025 to Mar 20, 2026
- Other offices · 2 to 3Jan 29, 2025 to Mar 20, 2026
- Discretionary RAUM · $352M to $1.2BJan 29, 2025 to Mar 20, 2026
- HNW RAUM · $164M to $370MJan 29, 2025 to Mar 20, 2026
- Individual RAUM · $174M to $644MJan 29, 2025 to Mar 20, 2026
- Pension RAUM · $2.8M to $11.2MJan 29, 2025 to Mar 20, 2026
- RAUM · $352M to $1.2BJan 29, 2025 to Mar 20, 2026
- Wrap assets (sponsor) · $8.2M to $8.0MJan 29, 2025 to Mar 20, 2026
- Accounts · 1,407 to 1,082Jan 31, 2024 to Jan 29, 2025
- Corporate clients · 6 to 5Jan 31, 2024 to Jan 29, 2025
- HNW clients · 54 to 74Jan 31, 2024 to Jan 29, 2025
- Individual clients · 659 to 686Jan 31, 2024 to Jan 29, 2025
- Pension plan clients · 7 to 6Jan 31, 2024 to Jan 29, 2025
- Financial planning clients · 0 to 101-250Jan 31, 2024 to Jan 29, 2025
- Discretionary RAUM · $298M to $352MJan 31, 2024 to Jan 29, 2025
- HNW RAUM · $133M to $164MJan 31, 2024 to Jan 29, 2025
- Individual RAUM · $149M to $174MJan 31, 2024 to Jan 29, 2025
- Pension RAUM · $5.4M to $2.8MJan 31, 2024 to Jan 29, 2025
- RAUM · $298M to $352MJan 31, 2024 to Jan 29, 2025
- Wrap assets (sponsor) · $7.2M to $8.2MJan 31, 2024 to Jan 29, 2025
- Accounts · 1,356 to 1,407Aug 25, 2023 to Jan 31, 2024
- Individual clients · 643 to 659Aug 25, 2023 to Jan 31, 2024
- Pension plan clients · 6 to 7Aug 25, 2023 to Jan 31, 2024
- Discretionary RAUM · $274M to $298MAug 25, 2023 to Jan 31, 2024
- HNW RAUM · $111M to $133MAug 25, 2023 to Jan 31, 2024
- Individual RAUM · $148M to $149MAug 25, 2023 to Jan 31, 2024
- Pension RAUM · $4.4M to $5.4MAug 25, 2023 to Jan 31, 2024
- RAUM · $274M to $298MAug 25, 2023 to Jan 31, 2024
- Wrap assets (sponsor) · $7.9M to $7.2MAug 25, 2023 to Jan 31, 2024
- Accounts · 0 to 1,356Mar 27, 2023 to Aug 25, 2023
- Advisory activities · 3 to 4Mar 27, 2023 to Aug 25, 2023
- Business name · CVFG LLC to COREVISION FINANCIAL GROUPMar 27, 2023 to Aug 25, 2023
- Corporate clients · unset to 6.0Mar 27, 2023 to Aug 25, 2023
- HNW clients · unset to 54.0Mar 27, 2023 to Aug 25, 2023
- Individual clients · unset to 643.0Mar 27, 2023 to Aug 25, 2023
Signals
3 dated events
- Corevision Financial Group reported RAUM $1.2B, up 228% from $352.3M (2025-01-29 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- 4 advisors left Independent Advisor Alliance, LLC (Knoxville, TN) for Corevision Financial Group on the same dayMar 4, 2026 · Team lift-out · derived
- Cvfg Llc filed its initial SEC registration (Form ADV)Mar 27, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@corevisionfg.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- joe@corevisionfg.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- sandy@corevisionfg.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- brittany@corevisionfg.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- hannah@corevisionfg.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jennie@corevisionfg.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 317-398-8200reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 812-988-6077reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 317-398-8201reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/corevision-financial-groupreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/paradigm-wealth-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- corevisionfg.comreportedpublic record, Form ADV, Sep 17, 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
- $115Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026