Corevision Financial Group
Shelbyville, IN·SEC-registered · CRD #325310
Corevision Financial Group is an SEC-registered investment advisory firm in Shelbyville, IN managing $1.2B across 2.9k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.9k
Advisory staff
6
Fee model
Fee-only
How Corevision Financial Group is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Corevision Financial Group
How much does Corevision Financial Group manage?
Per its most recent SEC Form ADV filing (05/26/2026), Corevision Financial Group reports $1.2B in regulatory assets under management across roughly 2.9k client accounts.
How does Corevision Financial Group charge?
Corevision Financial Group is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Corevision Financial Group a fiduciary?
Yes. Corevision Financial Group is registered with the U.S. Securities and Exchange Commission (CRD #325310), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Corevision Financial Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Corevision Financial Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Shelbyville, IN
Profile compiled from Corevision Financial Group's public SEC Form ADV filing (CRD #325310, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Corevision Financial Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Corevision Financial Group? Claim this profile.