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CV ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: CV ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

CV ADVISORS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 09 Mar 2009 (16 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 09 Nov 2023 (2 years ago)
Document Number: L09000022996
FEI/EIN Number 264599098

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 19495 BISCAYNE BLVD., AVENTURA, FL, 33180, US
Mail Address: 19495 BISCAYNE BLVD., AVENTURA, FL, 33180, US
ZIP code: 33180
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MANN ALEXANDRE Manager 19495 BISCAYNE BLVD., STE PH1, AVENTURA, FL, 33180
DORNBUSCH ELLIOT Manager 19495 BISCAYNE BLVD., STE PH1, AVENTURA, FL, 33180
STORM MATTHEW J Manager 19495 BISCAYNE BLVD., STE PH1, AVENTURA, FL, 33180
HECKENBERG KARL Manager 19495 BISCAYNE BLVD, PH 1, AVENTURA, FL, 33180
MANN ALEXANDRE Agent 19495 Biscayne Blvd PH1, AVENTURA, FL, 33180

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001872254
Phone:
3053585990

Latest Filings

Form type:
13F-HR
File number:
028-22141
Filing date:
2025-04-22
File:
Form type:
13F-HR
File number:
028-22141
Filing date:
2025-02-10
File:
Form type:
13F-HR
File number:
028-22141
Filing date:
2024-10-30
File:
Form type:
N-PX
File number:
028-22141
Filing date:
2024-08-16
File:
Form type:
13F-HR
File number:
028-22141
Filing date:
2024-07-24
File:

Legal Entity Identifier

LEI Number:
254900KF3SW5M8908J72

Registration Details:

Initial Registration Date:
2019-03-14
Next Renewal Date:
2025-02-21
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
264599098
Plan Year:
2013
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
13
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
LC AMENDMENT 2023-11-09 - -
REGISTERED AGENT ADDRESS CHANGED 2022-01-19 19495 Biscayne Blvd PH1, AVENTURA, FL 33180 -
CHANGE OF PRINCIPAL ADDRESS 2021-11-02 19495 BISCAYNE BLVD., PH1, AVENTURA, FL 33180 -
CHANGE OF MAILING ADDRESS 2021-11-02 19495 BISCAYNE BLVD., PH1, AVENTURA, FL 33180 -
LC NAME CHANGE 2009-04-30 CV ADVISORS, LLC -

Documents

Name Date
ANNUAL REPORT 2025-01-16
ANNUAL REPORT 2024-02-01
LC Amendment 2023-11-09
ANNUAL REPORT 2023-01-10
ANNUAL REPORT 2022-01-19
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-10
ANNUAL REPORT 2017-01-11

USAspending Awards / Financial Assistance

Date:
2020-05-05
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
1007277.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
87030154
Mark:
CV ADVISORS
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2016-05-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CV ADVISORS

Goods And Services

For:
Family office services, namely, wealth management, financial and investment risk management, financial planning, estate planning, retirement planning, namely, financial planning for retirement, developing and managing charitable donation programs of others, advice and consultation regarding insuranc...
First Use:
2009-03-09
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87030128
Mark:
CV ADVISORS
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2016-05-09
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
CV ADVISORS

Goods And Services

For:
Family office services, namely, wealth management, financial and investment risk management, financial planning, estate planning, retirement planning, namely, financial planning for retirement, developing and managing charitable donation programs of others, advice and consultation regarding insuranc...
First Use:
2009-03-09
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85980312
Mark:
CV ADVISORS
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2013-01-15
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
CV ADVISORS

Goods And Services

For:
Financial and tax accounting; reporting services, namely, preparing financial reports for others; bookkeeping; tax and taxation planning, advice, information and consultancy services
First Use:
2012-07-31
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Concierge services for others comprising of making requested personal arrangements and providing customer specific information to meet the needs of individuals; personal lifestyle consulting and advisory services
First Use:
2012-07-31
International Classes:
045 - Primary Class
Class Status:
ACTIVE
Serial Number:
85980311
Mark:
CV ADVISORS
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2013-01-15
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CV ADVISORS

Goods And Services

For:
Financial and tax accounting; reporting services, namely, preparing financial reports for others; bookkeeping; tax and taxation planning, advice, information and consultancy services
First Use:
2009-03-09
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Concierge services for others comprising of making requested personal arrangements and providing customer specific information to meet the needs of individuals; personal lifestyle consulting and advisory services
First Use:
2009-03-09
International Classes:
045 - Primary Class
Class Status:
ACTIVE
Serial Number:
85823286
Mark:
CV ADVISORS
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2013-01-15
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
CV ADVISORS

Goods And Services

For:
Family office services, namely, wealth management, financial and investment risk management, financial planning, estate planning, retirement planning, namely, financial planning for retirement, developing and managing charitable donation programs of others, advice and consultation regarding insuranc...
First Use:
2012-07-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 02 Jun 2025

Sources: Florida Department of State