SAN BERNARDINO, CACRD 168839Latest ADV January 12, 2026
Core Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Bernardino, CA. Its latest Form ADV filing, dated January 12, 2026, reports $179M in regulatory assets under management, 5 employees, and 507 accounts.
Assets Under Management
$179M
Employees
5
Offices
--
Total Clients
249
Primary office
SAN BERNARDINO, CA
301 EAST VANDERBILT WAY, SUITE 230, SAN BERNARDINO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.5% of total clients.
Top client categories% of clientsClients
1
Individuals
81.5%
203
2
HNWI
18.5%
46
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of January 12, 2026
Discretionary85.4%
$152M
85% of total RAUM85.4%
Non-discretionary14.6%
$26M
15% of total RAUM14.6%
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$179M
Total Accounts507
10Y AUM Change+$45M (+33.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee50:1
10Y Employee Change+2 (+66.7%)
* 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.