Chief Compliance Officer · Corevision Financial Group
Grant M. Reeves
CRD 7289394 · Named on Form ADV at one SEC-registered adviser
At a glance
Corevision Financial Group, an SEC-registered wealth manager based in Shelbyville, IN with $1.2 billion in regulatory assets, lists Grant M. Reeves on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Corevision Financial GroupChief Compliance OfficerWealth manager · Shelbyville, IN · $1.2B in regulatory assets
AtlasMembers
Grant’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brent D. ThomanPartner, Corevision Financial Group
- Jason B. PikePartner, Corevision Financial Group
- Beau M BrowningPartner, Corevision Financial Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Grant’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.