Data / Investment advisers / Indiana / Corevision Financial Group
Corevision Financial Group, Shelbyville, IN: $1.2 billion AUM, SEC registered investment adviser
Corevision Financial Group is an SEC registered investment adviser with its main office in Shelbyville, Indiana and reports $1.2 billion in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 325310
- SEC file number
- 801-127739
- SEC status
- Approved, effective May 1, 2023
- Legal name
- CVFG LLC
- Main office
- 2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176
- Phone
- (317) 398-8200
- Regulatory AUM
- $1,154,353,259 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $1,154,353,259
- Accounts
- 2,851
- Employees
- 11, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,128 | $644.3 million |
| High net worth individuals | 162 | $370.4 million |
| Charitable organizations | 6 | $90.4 million |
| Corporations or other businesses | Fewer than 5 | $38.1 million |
| Pension and profit sharing plans | 14 | $11.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.15 billion | March 20, 2026 |
| December 1, 2025 | $352.3 million | January 29, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lji Wealth Management, LLC | Indianapolis | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Wealth Advisors Group | Fort Wayne | $1.34 billion | Not listed | adviserinfo.sec.gov |
| Wallington Asset Management | Indianapolis | $1.32 billion | Not listed | adviserinfo.sec.gov |
| Pettinga Financial Advisors, LLC | Evansville | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Deerfield | Indianapolis | $1.18 billion | Not listed | adviserinfo.sec.gov |
| Korhorn Financial Group | Granger | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Fi3 Financial Advisors, LLC | Indianapolis | $1.14 billion | 3 | adviserinfo.sec.gov |
| Centerfield Capital Partners | Indianapolis | $1.08 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Corevision Financial Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.