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- Custodian
- JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-13-2012
- Office Locations
- 1
Office Locations
About CV Advisors LLC
CV Advisors is an Aventura, FL-based RIA and multi-family office serving retail and institutional clients with portfolio management, asset allocation, and risk management across public markets (including ETFs and corporate bonds) and select alternative exposures. The team highlights in-house research and proprietary technology capabilities. Recognized in 2025 by Barron’s/Forbes top RIA rankings and Citywire as Best Multi-Family Office (U.S.).
Reported data analysis
What the numbers show
Between March 19, 2025 and April 23, 2026, reported AUM increased 17.3%, from $12.9B to $15.1B.
Across 5 reported observations, AUM increased 60.4% between October 25, 2022 and April 23, 2026, from $9.4B to $15.1B.
Of the latest reported AUM, 12.1% is discretionary and 87.9% is non-discretionary.
The firm reports 23 advisory representatives and 159 clients, or 6.9 clients per representative. That equates to $94.9M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on April 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full CV Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ELLIOT DORNBUSCH
Chairman, Chief Executive Officer, Chief Investment Officer and Chief Executive Officer, Founding Partner, Director, Manager
- CRD
- --
- Ownership
- Less than 5%
BEATRIZ GUTIERREZ JUNCO
Chief Compliance Officer
- CRD
- #6122419
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Adriana Botero Bobulsky
Portfolio Analyst Investment Committee Observer
- CRD
- #6870601
Kyle Capasso
Director of Operations and Accounting
- CRD
- --
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,832,130,135 | $2,417,058 |
| Non-Discretionary | $13,251,540,687 | $2,550,826 |
| Total | $15,083,670,822 | $2,533,793 |
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Separately Managed Accounts
SMA allocation detail is available
CV Advisors LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
CV Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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