This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ELLIOT DORNBUSCH
Chairman, Chief Executive Officer, 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
Unlock allContacts
Adriana Botero Bobulsky
Portfolio Analyst Investment Committee Observer
- CRD
- #6870601
Kyle Capasso
Director of Operations and Accounting
- CRD
- --
Showing 2 of 9 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing