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- Custodian
- Betterment · Lincoln Financial · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- PioneerNorth value
- Established Date
- 05-01-2023
- Office Locations
- 3
Office Locations
About Corevision Financial Group
coreVISION Financial Group is a retirement-focused advisory firm helping pre-retirees and other individuals, families, businesses, and nonprofits plan for and sustain income in retirement. The team delivers financial and income planning with a structured 6-step process and planning support via MoneyGuide. Securities are offered through LPL Financial and advisory services through CVFG LLC (RIA), with offices in Shelbyville, IN and Nashville, TN.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BEAU M BROWNING
PARTNER
- CRD
- #4960304
- Ownership
- Less than 5%
JASON BUSALD PIKE
Partner
- CRD
- #4803715
- Ownership
- Less than 5%
Glacier pathway
Insight matrix
- CRD
- #77164
- Ownership
- 21.2%
Showing 2 of 4 owners & executives
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JONATHAN PHILLIP BEDNAR
Certified Financial Planner
- CRD
- #2112039
JONATHAN PHILLIP BEDNAR II
--
- CRD
- #5692419
Frontier optima
Atlas atlas oak
- CRD
- #85848
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,154,353,259 | $404,894 |
| Non-Discretionary | $0 | -- |
| Total | $1,154,353,259 | $404,894 |
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Separately Managed Accounts
Total SMA Asset: $1,154,353,259
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,120,280,603 | 19.7% |
| Public Funds | $3,480,262,582 | 61.2% |
| Cash | $1,086,160,381 | 19.1% |
| Total | $5,686,703,566 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH EAGLE SIGNAL | RIDGE ATLAS | D0G91MX0D | BTOAB | 6.38% | $87,380,003 |
| GLACIER VALUE | FOCUS PIONEER | NXVEM81KQ | LZDYG | 1.59% | $30,365,586 |
| SUMMIT BRIDGE GLACIER | QUANTUM VERTEX | KMQBY2PF1 | NHKTT | 2.73% | $90,080,614 |
| BEACON PIONEER INSIGHT | RIDGE ZENITH | 8QIVZHZ90 | RDEK | 12.17% | $57,204,047 |
| ZENITH LEGACY | SUMMIT CATALYST | R33YKB5BD | FRJNT | 6.82% | $14,278,878 |
| ZENITH HORIZON | WAVE GLACIER | SWTBTHTB2 | HWW | 1.99% | $104,614,178 |
| FOUNDATION BRIDGE | BEACON FOCUS | B6OMG2F0O | CMOVX | 11.89% | $95,654,416 |
| EMBER GLACIER PEAK | FOUNDATION EAGLE | V0VN0VYGD | IDI | 6.90% | $29,458,770 |