$485.7K Total AUM
$485.7K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-2018
- Office Locations
- 1
Office Locations
-- Nashville TN
About CV Securities Analysis, LLC
CV Securities Analysis, LLC is a Nashville-based RIA. The firm has been operating for 7 years. Managing $485.7K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
29 AVG AGE
$485.7K AVG AUM / ADVISOR
$97.1K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Christopher Aubrey Vining
Chief Compliance Officer, Director, Managing Member
- CRD
- #7017134
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $485,728 | -- |
| Non-Discretionary | $0 | -- |
| Total | $485,728 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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