Cvfg LLC
● SEC registered since 2023CRD 325310SEC# 801-127739Shelbyville, IN
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Beau M Browning Control | Partner | Under 5% | 2023 |
| Brent Dalton Thoman Control | Partner | Under 5% | 2023 |
| Browning/Pike Financial Management LLC Control | Owner | Over 75% | 2023 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176 |
| Phone | 317-398-8200 |
| Fax | 317-398-8201 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2050974 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.15B▲ 228%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.15Bregulatory AUM
Discretionary $1.15B