CV Advisors LLC

Overview

CV Advisors is a global multi-family office headquartered in Miami, Florida. It is independently owned and operates as an SEC-registered investment adviser. Form ADV lists financial planning, portfolio management for individuals and small businesses, pooled vehicles and institutions, selecting other advisers, and other services.

Services

• Financial planning
• Portfolio management for individuals and small businesses
• Portfolio management for pooled vehicles
• Portfolio management for institutions
• Selecting other advisers
• Other advisory services

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selecting other advisers
• Other

Location

See more firms in Florida and Aventura.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 164817), filed 04/23/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.