| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Taylor Foss | Vice President, Shareholder | 10-25% | 2018 |
| Charles Taylor Foss Control | President, Shareholder | 50-75% | 2013 |
| Nathan Harold Dunham Control | Vice President, Shareholder | 10-25% | 2013 |
Core Wealth Advisors, Inc. reports $570.6 million in regulatory assets under management on its Form ADV.
Core Wealth Advisors, Inc. reports 12 employees.
Core Wealth Advisors, Inc. is based in Lakeland, FL and has been SEC-registered since 2015.
Core Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 124 South Florida Avenue, 4th Floor, Lakeland, FL 33801 |
| Phone | 863-904-4745 |
| Fax | 863-940-4790 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $570.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $570.6M |