Cva Family Office, LLC (Denver)

Cva Family Office, LLC is a large advisory firm based in Denver. It manages $222.27 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Colorado, Florida, and Texas.

Cva Family Office provides financial planning services, portfolio management for individuals and small businesses, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cva Family Office: assets under management

The assets under management (AUM) of Cva Family Office, LLC is $222.27 million. The firm's AUM has grown by 461% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $204.16 million in discretionary accounts and $18.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.04 million.

Investments

The firm invests in exchange traded securities the most. They account for 29% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 27% of the firm’s portfolio. Investments in investment and business development companies form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cva Family Office, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

What kind of clients Cva Family Office serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Cva Family Office is high net worth individuals with 32 clients and $195.84 million of assets under management. Among the 11 most similar advisory firms, Cva Family Office has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $201.07 million for 42 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cva Family Office doesn't advise any private funds.

Careers at Cva Family Office, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Cva Investments	Managing member	1 Aug 2016	75% - 100%	47-2589698
Dalyce B Young	Member	1 Oct 2018	Other	6707522
Mdbhbz Investments Llc	Member	1 Oct 2018	Other	83-2087169

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Dkgc Investments	Member	1 Dec 2014	50% - 75%	26-4767079
Llc Silvercloud Invesments	Member	1 Dec 2014	50% - 75%	20-3485497
Christopher Jon Younger	Managing member	1 Aug 2016	75% - 100%	5626789
David Chillingworth Tolson	Managing member	1 Aug 2016	75% - 100%	5626792
Matthew Dennis Blackburn	Member	1 Oct 2018	75% - 100%	2238919

Based in Denver

The principal office where Cva Family Office, LLC performs its advisory services is located at 101 University Blvd, Denver, CO 80206, 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 303-243-5619. The normal business hours are 8am to 5pm on Monday - Friday.