Wealth manager, independent · Shelbyville, IN
Corevision Financial Group
Cvfg LLC · SEC-registered investment adviser · CRD 325310 · SEC 801-127739
At a glance
Corevision Financial Group is an SEC-registered investment adviser based in Shelbyville, Indiana, with $1.2B in regulatory assets under management as of its Form ADV filed July 14, 2026. It reports 1,290 individual clients, 162 of them high-net-worth, holding an average of about $0.8 million each, and 11 employees. That ranks it 954th among the nation’s 5,657 independent wealth management RIAs and 16th of 88 in Indiana. It reports LPL Financial as the custodian for its clients’ separately managed accounts.
Main office 317-398-8200corevisionfg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #954 of 5,657
- Rank among all SEC RIAs
- #4,957 of 17,210
- Rank in Indiana
- #16 of 88
- Individual clients
- 1,290
- High-net-worth clients
- 162
- Accounts
- 2,851
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 6
- Offices
- 4
Owners and executives on its Form ADV
- Brent D. ThomanPartner
- Grant M. ReevesChief Compliance Officer
- Jason B. PikePartner
- Beau M BrowningPartner
Custody and brokerage
Broker-dealer
Hybrid RIA
Corevision Financial Group is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Certain Advisory Persons of the Advisor are also Registered Representatives of LPL Financial LLC ("LPL Financial"), a securities broker-dealer, and a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Invest
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 1,128 | $644M | 56% |
| High-net-worth individuals | 162 | $370M | 32% |
| Charitable organizations | 6 | $90M | 8% |
| Corporations or other businesses | – | $38M | 3% |
| Pension and profit sharing plans | 14 | $11M | <1% |
Disciplinary disclosures
Corevision Financial Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗corevisionfg.com ↗
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The full record on Corevision Financial Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 3,165 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Indiana
All of Indiana →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Wallington Asset ManagementIndianapolis | $1.3B | 306 |
| Pettinga Financial Advisors, LLCEvansville | $1.3B | 668 |
| DeerfieldIndianapolis | $1.2B | 310 |
| Korhorn Financial GroupGranger | $1.2B | 2,303 |
| Fi3 Financial Advisors, LLCIndianapolis | $1.1B | 246 |
| Vestia Personal Wealth AdvisorsFort Wayne | $1.1B | 3,970 |
Background
Questions
How much does Corevision Financial Group manage?
Corevision Financial Group reports $1.2B in regulatory assets under management across 2,851 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 14, 2026.
How many clients does Corevision Financial Group have?
It reports 1,290 individual clients: 162 high-net-worth individuals and 1,128 other individuals. Individuals account for about 88% of its regulatory assets.
Where is Corevision Financial Group headquartered?
Its main office is in Shelbyville, Indiana. It reports 4 offices in total and 11 employees, 6 of whom perform investment advisory functions.
How does Corevision Financial Group charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Corevision Financial Group use?
It reports LPL Financial as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 14, 2026, it reports these amounts held: LPL Financial ($1.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Corevision Financial Group a hybrid RIA with a broker-dealer?
Corevision Financial Group is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Corevision Financial Group a fiduciary?
As an SEC-registered investment adviser, Corevision Financial Group owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 6 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Corevision Financial Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →