Adviser Profile
| As of Date | 03/29/2026 |
| Registration | SEC, Approved, 07/29/2002 |
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| Contact Info | 866 xxxxxxx |
| Websites |
| AUM* | 231,359,976 50% |
| of that, discretionary | 231,359,976 50% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 348,434 53% |
| % High Net Worth | 34.34% 42% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
231M
198M
165M
132M
99M
66M
33M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CVACH FINANCIAL SERVICES, PA | Filing Date12/05/2025 | Form ADV-E View Report |
| Accounting Firm Name CVACH FINANCIAL SERVICES, PA | Filing Date12/20/2024 | Form ADV-E View Report |
| Accounting Firm Name CVACH FINANCIAL SERVICES, PA | Filing Date04/02/2024 | Form ADV-E View Report |
| Accounting Firm Name CVACH FINANCIAL SERVICES, PA | Filing Date12/26/2023 | Form ADV-E View Report |
| Accounting Firm Name TAKSEY, NEFF & ASSOCIATES, LLC | Filing Date11/21/2023 | Form ADV-E View Report |