Core Investment Advisors LLC
Core Investment Advisors LLC is an SEC-registered wealth manager with $16.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Core Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287852, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $16.7M (2026-05-01)
- Firm type
- Wealth Manager
- Employees
- 10
- Clients
- 517
- CRD
- 287852
- Ownership
- COOPERSMITH, JEFFREY, ALAN; DIXON, AARON; DIXON, AARON, N.M.N.; CORE CAPITAL PARTNERS LLC; HORN, BENJAMIN, JUSTIN
How much AUM does Core Investment Advisors LLC have?
Core Investment Advisors LLC reported $16.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Core Investment Advisors LLC?
Disclosed owners and executives of Core Investment Advisors LLC include COOPERSMITH, JEFFREY, ALAN, DIXON, AARON, DIXON, AARON, N.M.N., CORE CAPITAL PARTNERS LLC, HORN, BENJAMIN, JUSTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.