Core Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rock Hill, SC. Its latest Form ADV filing, dated March 2, 2026, reports $338M in regulatory assets under management, 9 employees, 3 offices, and 1,819 accounts.
Assets Under Management
$338M
Employees
9
Offices
3 offices
Total Clients
1,163
Primary office
ROCK HILL, SC
744 ARDEN LANE, SUITE 175, ROCK HILL, SC, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
873
2
HNWI
23.0%
268
3
Corporations
1.4%
16
4
Charitable
0.4%
5
5
Pension Plans
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$338Mas of March 2, 2026
Discretionary100.0%
$338M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$338M
Total Accounts1,819
10Y AUM Change+$172M (+103.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee129:1
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.