Core Financial is an SEC registered investment adviser organized as a corporation with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated March 30, 2026, reports $302M in regulatory assets under management, 5 employees, and 568 accounts.
Assets Under Management
$302M
Employees
5
Offices
--
Total Clients
129
Primary office
EL SEGUNDO, CA
222 N PACIFIC COAST HIGHWAY, STE 1900, EL SEGUNDO, CA, United States
Top client segmentIndividuals represent 45.7% of total clients.
Top client categories% of clientsClients
1
Individuals
45.7%
59
2
HNWI
43.4%
56
3
Corporations
7.8%
10
4
Insurance Cos.
3.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$302Mas of March 30, 2026
Discretionary37.6%
$114M
38% of total RAUM37.6%
Non-discretionary62.4%
$188M
62% of total RAUM62.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$302M
Total Accounts568
10Y AUM Change+$155M (+106.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.