Core Financial Advisors
Core Financial Advisors is an SEC-registered mass-market adviser in San Bernardino, CA with $178.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Core Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168839, SEC 801-78617, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $178.5M (2026-01-12)
- Firm type
- Mass-Market Adviser
- Location
- San Bernardino, CA
- Employees
- 5
- Clients
- 249
- CRD
- 168839
- Ownership
- BOYD, ANDREW, DEVORE; BOYD, ROBERT, OWEN; McBurney, Richard, Erl Michael
How much AUM does Core Financial Advisors have?
Core Financial Advisors reported $178.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns Core Financial Advisors?
Disclosed owners and executives of Core Financial Advisors include BOYD, ANDREW, DEVORE, BOYD, ROBERT, OWEN, McBurney, Richard, Erl Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.