Cvags, Inc. is a large advisory firm based in Atlanta. It manages $1.82 billion of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Georgia, New Jersey, New York, and Texas.
Cvags provides portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cvags, Inc. is $1.82 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cvags, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cvags is pension and profit sharing plans with 84 clients and $1.81 billion of assets under management. Among the 11 most similar advisory firms, Cvags has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.81 billion for 84 clients. None of the firm’s clients are foreign persons or businesses.
Cvags doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Cvags, Inc. performs its advisory services is located at 1438 West Peachtree Street Nw, Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-377-9202. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at resourceadvisors.com.