CVFG LLC

CVFG LLC of SHELBYVILLE, IN is an SEC-registered investment adviser (CRD 325310). Regulatory assets under management: $1.2B.

Registration

• CRD: 325310
• SEC file number: 801-127739
• Type: Registered investment adviser
• Location: 2177 INTELLIPLEX DR. STE 201, SHELBYVILLE, IN, 46176
• Phone: 317-398-8200
• Latest filing: 2026-07-14
• Regulatory AUM: $1.2B
• Discretionary AUM: $1.2B
• Clients: 11
• Accounts: 2,851

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (8)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325310 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search