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Core Financial Advisors, LLC

● SEC registered since 2013CRD 168839SEC# 801-78617San Bernardino, CA
Export (members)
Reg. AUM
$168.8M
Employees
6
Accounts
506
Location
San Bernardino, CA

Core Financial Advisors, LLC assets under management

Core Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in San Bernardino, CA. The firm has been registered since 2013. It reports $168.8 million in regulatory assets under management and employs 6 people.
cfaonline.comView on SEC.gov ↗

Core Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew Devore Boyd ControlManaging Member10-25%2013
Richard Erl Michael McBurneyChief Compliance OfficerUnder 5%2023
Robert Owen Boyd ControlManaging Member & PresidentOver 75%2013

Frequently asked questions

How much does Core Financial Advisors, LLC manage?

Core Financial Advisors, LLC reports $168.8 million in regulatory assets under management on its Form ADV.

How many employees does Core Financial Advisors, LLC have?

Core Financial Advisors, LLC reports 6 employees.

Where is Core Financial Advisors, LLC located?

Core Financial Advisors, LLC is based in San Bernardino, CA and has been SEC-registered since 2013.

Does Core Financial Advisors, LLC disclose fund performance?

Core Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 East Vanderbilt Way, Suite 230, San Bernardino, CA 92408
Phone909-382-4545
Fax909-382-4563
Office hours8:00 a.m. - 4:30p.m., Friday 8:00a.m. - 1:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148.7M
Non-discretionary$20.1M
Total (RAUM)$168.8M