CVFG LLC
C29
CRD 325310·SEC 801-127739·SHELBYVILLE, IN
AUM
$1.15B
$1B+
Est. Revenue
$11.5M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 1,128 |
| Individuals High Net Worth | 162 |
| Pension Profit Sharing Plans | 14 |
| Charitable Organizations | 6 |
Operations
Advisory staff (5-yr trend)
'25 · 6 advisors
'26 · 6 advisors
'25'26
6 advisors → 6 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2177 INTELLIPLEX DRSUITE 201SHELBYVILLE, IN 46176
Business
2177 INTELLIPLEX DRSUITE 201SHELBYVILLE, IN 46176
Edgar Recent Filings
13F-HR2026-04-29 · 0001951757-26-000759
13F-HR2026-02-06 · 0001951757-26-000390
Fdic Zip Branches Raw
Irwin Union Bank and Trust CompanyShelbyville, IN
Irwin Union Bank and Trust CompanyShelbyville, IN
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 45,692 |
| Returns | 3,880 |
Stub 2
| AGI | 132,517 |
| Returns | 3,580 |
Stub 3
| AGI | 141,704 |
| Returns | 2,310 |