CV INVESTMENT ADVISORS LLC
Legal name: CV ADVISORS
CRD #163952 SEC #801-77330 WEST CONSHOHOCKEN, PA 610-862-0880
SEC Registered Broker-Dealer
Total AUM
$5M
Discretionary
$5M
Employees
2
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- FEBRUARY
- Registration Date
- --
- Latest Filing
- Mar 7, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEADOWS, FRANK, PLEASANTS | I | CHIEF FINANCIAL OFFICER | NA | |
| SMITH, BRENDA, ANN | I | CCO | NA | Control |
| SMITH, BRENDA, ANN | I | CCO | NA | Control |
| SMITH, BRENDA, ANN | I | CCO | NA | Control |
| SMITH, BRENDA, ANN | I | CCO | NA | Control |
| SMITH, BRENDA, ANN | I | CCO | NA | Control |
| SMITH, BRENDA, ANN | I | CCO | NA | Control |
| CV INVESTMENTS LLC | DE | MANAGING MEMBER | D | Control |
| CV INVESTMENTS LLC | DE | MANAGING MEMBER | D | Control |
| CV INVESTMENTS LLC | DE | MANAGING MEMBER | D | Control |
| CV INVESTMENTS LLC | DE | MANAGING MEMBER | D | Control |
| CV INVESTMENTS LLC | DE | MANAGING MEMBER | D | Control |
| CV INVESTMENTS LLC | DE | MANAGING MEMBER | D | Control |
| CV INVESTMENTS LLC | DE | MANAGING MEMBER | D | Control |
| SMITH, BRENDA, ANN | I | CCO | D | Control |
| MCIVY COMPANY LLC | DE | MEMBER | C | Control |
| MCIVY COMPANY LLC | DE | MEMBER | C | Control |
| MCIVY COMPANY LLC | DE | MEMBER | C | Control |
| MCIVY COMPANY LLC | DE | MEMBER | C | Control |
| MCIVY COMPANY LLC | DE | MEMBER | C | Control |
| MCIVY COMPANY LLC | DE | MEMBER | C | Control |
| MCIVY COMPANY LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SMITH, BRENDA, ANN | I | CV INVESTMENTS LLC | E | Control |
| SMITH, BRENDA, ANN | I | CV INVESTMENTS LLC | E | Control |
| SMITH, BRENDA, ANN | I | CV INVESTMENTS LLC | E | Control |
| SMITH, BRENDA, ANN | I | CV INVESTMENTS LLC | E | Control |
| SMITH, BRENDA, ANN | I | CV INVESTMENTS LLC | E | Control |
| SMITH, BRENDA, ANN | I | CV INVESTMENTS LLC | E | Control |
| SMITH, BRENDA, ANN | I | CV INVESTMENTS LLC | E | Control |
| MEADOWS, FRANK, PLEASANTS | I | MCIVY COMPANY LLC | D | Control |
| FP MEADOWS III CHILDREN'S TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III CHILDREN'S TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III CHILDREN'S TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III CHILDREN'S TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III CHILDREN'S TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III CHILDREN'S TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III CHILDREN'S TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III EDUCATION TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III EDUCATION TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III EDUCATION TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III EDUCATION TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III EDUCATION TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III EDUCATION TRUST | DE | MCIVY COMPANY LLV | C | |
| FP MEADOWS III EDUCATION TRUST | DE | MCIVY COMPANY LLV | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III FAMILY EDUCATION TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | MCIVY COMPANY LLC | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III CHILDREN'S TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III FAMILY EDUCATION TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | MCIVY COMPANY LLC | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III FAMILY EDUCATION TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | MCIVY COMPANY LLC | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III FAMILY EDUCATION TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | MCIVY COMPANY LLC | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III CHILDREN'S TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III FAMILY EDUCATION TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | MCIVY COMPANY LLC | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III CHILDREN'S TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III FAMILY EDUCATION TRUST | C | |
| MEADOWS, FRANK, PLEASANTS | I | MCIVY COMPANY LLC | C | |
| MEADOWS, FRANK, PLEASANTS | I | FP MEADOWS III CHILDREN'S TRUST | C |
Registrations
Federal
IA
Mar 7, 2013 REGISTERED
Address
300 CONSHOHOCKEN STATE ROADSUITE 200
WEST CONSHOHOCKEN, PA 19428-3801
United States
Phone: 610-862-0880