CVAGS, INC.
Legal name: CLEARVIEW ADVISORY
CRD #140068 SEC #801-66487 ATLANTA, GA 404-377-9202
SEC Registered
Total AUM
$2.5B
Discretionary
$1.8B
Employees
13
Clients
--
Accounts
96
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $2.7B | $2.1B | $620.4M | 12 | 1 |
| Aug 2020 | $2.5B | $1.8B | $693.3M | 13 | 1 |
| Mar 2020 | $2.5B | $1.8B | $693.3M | 13 | 1 |
| Aug 2019 | $1.8B | $1.2B | $581.2M | 14 | 1 |
| Jun 2019 | $1.8B | $1.2B | $581.2M | 14 | 1 |
| Mar 2019 | $1.8B | $1.2B | $581.2M | 14 | 1 |
| Jan 2019 | $1.7B | $1.2B | $498.4M | 14 | 0 |
| Mar 2018 | $1.7B | $1.2B | $498.4M | 14 | 0 |
| Mar 2017 | $1.3B | $873.3M | $383.9M | 11 | 26 |
| Feb 2016 | $1.1B | $648.8M | $490.2M | 8 | 26 |
| Feb 2015 | $960.2M | $15.5M | $944.7M | 11 | 26 |
| Nov 2014 | $60.6M | $60.6M | $0 | 25 | 26 |
| Jun 2014 | $60.6M | $60.6M | $0 | 25 | 26 |
| Jun 2014 | $60.6M | $60.6M | $0 | 25 | 26 |
| Mar 2014 | $60.6M | $60.6M | $0 | 25 | 26 |
| Apr 2012 | $2.1B | $0 | $2.1B | 6 | 110 |
| Mar 2012 | $2.1B | $0 | $2.1B | 6 | 110 |
| Mar 2007 | $50M | $0 | $50M | 5 | -- |
| Mar 2006 | $5M | $0 | $5M | 5 | -- |
DateFeb 2021
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$620.4M
Employees12
Clients1
DateAug 2020
Total AUM$2.5B
Discretionary$1.8B
Non-Disc.$693.3M
Employees13
Clients1
DateMar 2020
Total AUM$2.5B
Discretionary$1.8B
Non-Disc.$693.3M
Employees13
Clients1
DateAug 2019
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$581.2M
Employees14
Clients1
DateJun 2019
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$581.2M
Employees14
Clients1
DateMar 2019
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$581.2M
Employees14
Clients1
DateJan 2019
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$498.4M
Employees14
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$498.4M
Employees14
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$873.3M
Non-Disc.$383.9M
Employees11
Clients26
DateFeb 2016
Total AUM$1.1B
Discretionary$648.8M
Non-Disc.$490.2M
Employees8
Clients26
DateFeb 2015
Total AUM$960.2M
Discretionary$15.5M
Non-Disc.$944.7M
Employees11
Clients26
DateNov 2014
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees25
Clients26
DateJun 2014
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees25
Clients26
DateJun 2014
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees25
Clients26
DateMar 2014
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees25
Clients26
DateApr 2012
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees6
Clients110
DateMar 2012
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees6
Clients110
DateMar 2007
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateMar 2006
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--