CVFG LLC
Legal name: COREVISION FINANCIAL GROUP
CRD #325310 SEC #801-127739 SHELBYVILLE, IN 317-398-8200
SEC Registered
Total AUM
$352.3M
Discretionary
$352.3M
Employees
11
Clients
101
Accounts
1,082
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 30, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWNING, BEAU, M | I | PARTNER | NA | Control |
| BROWNING, BEAU, M | I | PARTNER | NA | Control |
| BROWNING, BEAU, M | I | PARTNER | NA | Control |
| BROWNING, BEAU, M | I | PARTNER | NA | Control |
| PIKE, JASON, BUSALD | I | PARTNER | NA | Control |
| PIKE, JASON, BUSALD | I | PARTNER | NA | Control |
| PIKE, JASON, BUSALD | I | PARTNER | NA | Control |
| PIKE, JASON, BUSALD | I | PARTNER | NA | Control |
| REEVES, GRANT, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, GRANT, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, GRANT, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, GRANT, MARSHALL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAN, BRENT, DALTON | I | PARTNER | NA | Control |
| THOMAN, BRENT, DALTON | I | PARTNER | NA | Control |
| THOMAN, BRENT, DALTON | I | PARTNER | NA | Control |
| THOMAN, BRENT, DALTON | I | PARTNER | NA | Control |
| BROWNING/PIKE FINANCIAL MANAGEMENT LLC | DE | OWNER | E | Control |
| BROWNING/PIKE FINANCIAL MANAGEMENT LLC | DE | OWNER | E | Control |
| BROWNING/PIKE FINANCIAL MANAGEMENT LLC | DE | OWNER | E | Control |
| BROWNING/PIKE FINANCIAL MANAGEMENT LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BROWNING, BEAU, M | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
| BROWNING, BEAU, M | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
| BROWNING, BEAU, M | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
| PIKE, JASON, BUSALD | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
| PIKE, JASON, BUSALD | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
| PIKE, JASON, BUSALD | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
| THOMAN, BRENT, DALTON | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
| THOMAN, BRENT, DALTON | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
| THOMAN, BRENT, DALTON | I | BROWNING/PIKE FINANCIAL MANAGEMENT LLC | C | Control |
Registrations
Federal
IA
Jan 30, 2025 REGISTERED
Notice Filings (7)
FL GA IN KY OH TN TX
Address
2177 INTELLIPLEX DR. STE 201SHELBYVILLE, IN 46176
United States
Phone: 317-398-8200