Cvags, Inc. (Atlanta)

Name: Cvags, Inc.
Address: 1438 West Peachtree Street Nw, Atlanta, GA, 30309
Telephone: 404-377-9202

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.

Cvags: assets under management

The assets under management (AUM) of Cvags, Inc. is $1.82 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.24 billion in discretionary accounts and $581.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.79 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.84 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cvags serves?

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.

Careers at Cvags, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Anthony Fiore	President and owner	1 May 2010	75% - 100%	2683219
Nan Hee Hong	Chief compliance officer	1 Jan 2019	Other	2527813

Based in Atlanta

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.