Managing investments, maximizing possibilities

Driven by innovation

Providing control and transparency

Our Commitment

With more than $12BN in assets under management, a unique research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients’ evolving financial needs.

About Us

$
12BN
+
Assets Under Management
123
Client Relationships
64
+
Employees
Proprietary Technology

* Figure as of 10/4/2024

Awards & recognition

CV Advisors Ranked Among Top 100 RIAs in the Country and #1 in Florida
September 2024
CV Advisors Ranked #25 in the Top RIA Firms and #1 in Florida
October 2024
Great Place to Work Certified
2024-2025