| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan David Ward Control | Managing Member Chief Investment Officer | 25-50% | 2018 |
| David Kenneth Hicok Control | Managing Member & Chief Growth Officer | 25-50% | 2025 |
| Keythe Elizabeth Ward-Aguilar Control | Managing Member & Chief Compliance Officer | 25-50% | 2017 |
Procore Advisors, LLC reports $110.9 million in regulatory assets under management on its Form ADV.
Procore Advisors, LLC reports 5 employees.
Procore Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2025.
Procore Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1101 Dove Street, Suite 100, Newport Beach, CA 92660 |
| Phone | 949-339-2990 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2085963 |
| Discloses disciplinary history | No |
| Discretionary | $105.9M |
| Non-discretionary | $5M |
| Total (RAUM) | $110.9M |