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CoreVision Financial Group

Updated today

Total assets under management

$352,323,031

Total clients

760

10% high-net worth

Total advisors

6

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

127

Average account size

$463,583

About

coreVISION Financial Group provides discretionary investment management, financial planning, and retirement‑plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations, and retirement plans. The firm reports managing approximately $352 million on behalf of about 760 clients and operates with a six‑person advisory team.

The firm describes a customized, primarily long‑term investment approach that uses fundamental, technical, and cyclical analysis to construct portfolios from low‑cost mutual funds and ETFs, individual stocks and bonds, options contracts, and independent managers. Its Form ADV discloses that it may employ derivatives and borrowing (margin) in separately managed accounts and that it sponsors a wrap‑fee program that bundles custodial and transaction costs into its asset‑based advisory fee (see Appendix 1).

Compared with many peers, coreVISION’s disclosures place notable emphasis on third‑party public records and program materials — the brochure directs prospective clients to the SEC’s Investment Adviser Public Disclosure site and includes a separate Wrap Fee Program Brochure. The firm also documents that several advisory persons maintain broker‑dealer and insurance registrations and that it has an institutional platform relationship with LPL Financial that provides software and economic benefits; the firm further discloses a materially time‑allocated outside legal practice maintained by its Chief Compliance Officer.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Percentage

Up to 1.75% annually, negotiable based on factors including scope, complexity, asset level, and overall relationship

Project-based

Up to $500 per hour for standalone financial planning services, negotiable

Other

Fee-only: Investment advisory fees up to 1.75% annually; financial planning standalone services at hourly rate up to $500/hour; retirement plan advisory fees up to 1.75% annually

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

CoreVision Financial Group

2177 Intelliplex Dr. Ste 201

Shelbyville IN 46176, United States

Number of offices

3

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