Core Advisory Group
Core Advisory Group is an SEC-registered mass-market adviser in Rock Hill, SC with $338.4M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Core Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306661, SEC 801-122934, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $338.4M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Rock Hill, SC
- Employees
- 9
- Clients
- 1,163
- CRD
- 306661
- Ownership
- STROSSER, MEREDITH, LEE; KING, WILLIAM, MERRITT
How much AUM does Core Advisory Group have?
Core Advisory Group reported $338.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Core Advisory Group?
Disclosed owners and executives of Core Advisory Group include STROSSER, MEREDITH, LEE, KING, WILLIAM, MERRITT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.